Customer Module
Recurrence shows you how many times the clients have had a contract (done deal) with your business. It is cumulative and counted automatically,it cannot ...
Thu, 21 Jun, 2018 at 1:13 PM
There are 2 different ways to create a quote from the customers module: 1st METHOD You can create a quote directly from the customers listing, by cl...
Thu, 21 Jun, 2018 at 1:16 PM
On the customer module select the client from the list and click on the blue pencil on the “Action” column.
Thu, 21 Jun, 2018 at 1:19 PM
If you are NOT able to edit a current client it means that the superadmin didn’t give you the required permission to edit current clients. NOTE: To ...
Thu, 21 Jun, 2018 at 1:20 PM
The clients that are newly created are automatically assigned to the sales rep (user) that adds them first to Osmos. You can re-assign the clients to a n...
Thu, 21 Jun, 2018 at 1:21 PM
The clients newly created are automatically assigned to the sales rep (user) that first add them to Osmos. You can re-assign the clients to a new sales r...
Thu, 21 Jun, 2018 at 1:27 PM
A customer record can be deleted by editing the customer information. On the top right corner of the screen, on the edit view, you’ll find a red garbage ...
Thu, 21 Jun, 2018 at 1:30 PM
Client status is a way to delete a customer without really deleting it. You simply deactivate it and hide it. When a client is “inactive” all related quo...
Thu, 21 Jun, 2018 at 1:33 PM
The next video is walk-through from Customer Module:
Tue, 12 Jun, 2018 at 5:44 PM