Page 431 - Tech handbook 2019 rev 6 whyperlinks
P. 431

12/5/2019































                     Module 3: Working with Accounts & Contacts







                                                      • Customers & Contacts
                                                      • Services Locations
                                                      • Customer Assets
                         20
                      Minutes                         • Recording activities and communications with customers






                                       Note:
                                       • You will not create accounts, but can view accounts
                                       • You may create contacts associated with that account


































                                                                                                                       24
   426   427   428   429   430   431   432   433   434   435   436