Customers & Contacts
- Add/Edit Opportunity Status
- Allow Customer Center Role to Download Files From the File Cabinet
- Delete Customer Records in Bulk
- Setting Price Levels per Customer
- Bulk Email / Contact Email Hierarchy
- Parent-Child Relationship for Customer Record
- How to Enable Duplicate Detection
- Customer Start Date
- Advanced Partner Centre
- Saved Searches – Easily Assign Partners to Customer Records
- Deleting a Customer Record
- Customer Category and Message Lists
- Delete Contacts in Bulk
- Customer Centre