Selling - CRM
Use CRM to open a customer workspace and review its quote or order activity.
Open CRM and choose a workspace
Expand Customer Relationship Management in the main menu. Use All CRM to open the top-level workspace, or choose a listed sales folder or customer workspace. Expand a sales folder or customer to open its nested workspaces.
Move between quotes and orders
In the selected workspace, choose Quotes or Orders and use Search or Filter to find records. Open the customer workspace to review that buyer’s records and assigned team access. Use Customer Connections to manage company connections; use CRM folders to open customer workspaces.
