Documentation Guide for Account Manager

Customers

1. Manage customer categories:  [Sales] Customers > Adding and Deleting Customer Folders

2. Setting default customer settings: [Sales] Customers > Setting customer Defaults  Work with A/R Manager to set default terms settings

3. Changing customer contact information:  [Sales] Customers > Changing Customer Information

4. Changing IDs,  merging customers, or making customers inactive:  [Sales] Customers > Changing IDs or Merging Customers a[Sales] Customers > Making customers inactive

5. Create proposal templates:  [Sales] Proposals > Proposal Sets and Templates > Customer Specific Product or Price List

6. Work with Fulfillment to set a delivery charge for a customer:  [Sales] Freight and Shipping Charges > Entering a Shipping Rate for a Customer

7. Customer Sales History:  [Sales] Customers > Customer History

Sales

1. Enter handwritten sales invoices:  [Sales] Invoices > Entering and Processing a Handwritten Invoice

2. Create, price, and manage materials lists within SO:  [Sales] Materials Lists > Overview

3. Maintain contact information and priorities:  [Sales] CRM > Contract Management [Sales] CRM > Auto Send > Contract Priorities

4. Creating a communication system using Tasks:  [Sales] CRM > Using Tasks for CRM

Reporting

1. Using task to report on account management contacts:  [Labor] Tasks > Getting Started > Using Tasks as a Contact Manager