Sales

Header  Under the header tab you can see: • Customer Name  • Customer Number  • Country  •...

1. Open Customer Maintenance 2. At the top of the screen you will have the option to type in the...

1. Before creating a new customer account verify that an existing account does not already exist....

Login into AvalaraTax compliance software and automated solutions - Avalara Once you have ...

If a customer reaches out wanting to be a dealer send them the attached agreement. When you get i...

If we are shipping on the Customers Account then we need to flag the customer as "Customer Choice...

Entering quotes is one of the most common tasks we do. Ensuring we accurately quote and get them ...

Entering Sales Orders - Turning Quotes into Sales Orders Customers place order with us over the...

There is a Utility in Sage to go through and delete Quotes that are expired by a certain date. ...

How to Create a Shipping Quote – Basics Overview summary:This guide walks through the standard p...

Starship Ad Hoc Rate Quote – Sales Team Training PurposeThis guide explains how to generate frei...

See Camfil Lunch and learn Video. For information about how to position and sell filters

D-Lead Training https://actiontarget303.sharepoint.com/:b:/r/sites/LETStore/Shared%20Documents/G...

Any order that needs to ship FedEx Air (Next Day, 2nd Air, 3-Day Air) must be received at the Bla...

When a customer reaches out about a custom target and are asking about the below information anyo...

Go to shop.actiontarget.com > Sign In > Create a new contact for your account (2nd option from th...