Date & Time
Wednesday, May 12, 2021, 3:00 PM - 4:00 PM
Track
CRM
Name
Datacor CRM: How Do I…?
Description

Find the answers to a variety of everyday CRM questions. For example, How do I…

  • View sales and open order totals together?
  • Handle customers that have been renumbered in Datacor ERP?
  • Update the Contact Change Notification Email recipients?
  • Reset a password?
  • Use the Note Summary check box?
  • Rename a user?
  • Generate and send a Price Letter?
  • Track potential suppliers?
  • Clear my Customize settings?