The Customers sidebar group holds the people and companies you sell to.
| Sidebar item | What it is | Page |
|---|---|---|
| Contacts | People linked to customers | Customers and contacts |
| Customers | Companies and accounts | Customers and contacts |
| Seller | Sales representatives | Sellers |
| Customer References | Lookup lists used in customer forms | Reference data |
Typical flow
- Fill the reference lists first (country, customer category, payment and so on) so the dropdowns are ready.
- Create the Seller records.
- Create Customers, then their Contacts.
- Use the customer in CRM records, Quotations and Orders.
Tips
- Each list is a server-side grid: use the column filters and the column chooser to find records.
- Related pages: CRM, Quotations and orders.