CRM
Customer Relations Management - Customer Accounts
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...
Example Deposit Payment in Backoffice and Reporting
This document will show you what it looks like in Backoffice and on Reports when a customer makes...
Example Deposit Redemption in Backoffice and Reporting
This document will show you what is looks like when a customer redeems their deposit and applies ...
Customer Accounts for future Invoicing
This page contains information on adding items to a customer account for future invoicing, as wel...
Example of putting an order on their customer account in Backoffice and Reporting
This document will show you what it looks like when a customer puts their bill on their customer ...
Example Customer Account Payment in Backoffice and Reporting
This document will show you what it looks like when a customer has a balance on their account and...