Another section that allows for collaboration with other teams is the Customer Connections section. Much like the Supplier Accounts section, this section allows you to connect to your Buyers and empower your Sales team with transparency and ease of communication.
Just like you will have Suppliers, you will be a Supplier to your Customers. To connect to customers, they will need to send an invite from their Supplier Accounts section, and Admins on your team will need to accept that invitation. Once the invitation has been accepted, you can start collaborating with them on quotes and orders.
If the Customer doesn’t have a Surefront account, they will be in the Unlinked section; if the Customer has an account, they will be in the Linked section.
By selecting either a Linked or Unlinked Customer, you can see which team members have been assigned to those workspaces in the CRM. As an Unlinked Customer, you will be able to send Quotes and Orders within the platform as well as use the Messaging feature. While Linked Customers can also share Inventory information. In either case, each will have their own Workspace in the CRM to send Quotes and collaborate.