Quick User Guide | Sales Staff
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      Documentation Guide for Marketing Agent

      Customers

      1. Create customer accounts:  [Sales] Customers > Adding a New Customer

      2. Interface with MS Excel:  [Main] Reports > Excel Add-in > Overview

      3. Export customer lists and mail merges:  [Main] Features > Exporting to CSV Files

      E-commerce and B2B Catalog

      1. E-commerce overview:  [Sales] e-Commerce > Overview

      2. Planning the company's online catalog:  [Sales] E-Commerce > Creating Content > Planning Your Website

      3. Planning the company's online catalog:  [Sales] E-Commerce > Site Administration > Overview

      4. Integrate with E-Commerce solutions:  [Sales] E-Commerce > Advanced Features > Integrate with other E-commerce Solutions

      5. Blog:  [Sales] E-Commerce > Site Administration > Blog

      Technical

      1. Postal code and country options:  [Main] Technical > Postal Code Database

      2. Interface with marketing tools:  [Main] Technical > API Gateway or [Main] Technical > Power Automate Interface

      3. Analyze lots of sales data:  Use [Main] Technical > SQL Mirror and Power BI data tool.