CRM
Customer Relations Management
Creating Customer Accounts
This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...
Accepting and Redeeming Deposits for Customer Accounts
This page contains information on accepting and redeeming deposits using Customer Accounts in Sai...
Customer Accounts for future Invoicing
This page contains information on adding items to a customer account for future invoicing, as wel...