Customer Information Training

Manage more than just contacts. Assist customers with confidence and immediacy.

Maintain ongoing, solid customer relationships from quote to fulfillment for every customer, within every sales channel.
Create and track multiple contacts and other specific info per customer, i.e., product IDs, ship to locations, emails and more.
Establish customer tiered pricing, customer specific prices, contract pricing and/or discounts.
Manage credit and collections to optimize customer relationships, minimize risk and maximize cash flow.

Recent Webinar

Master Customer Communications

Key Concepts to Learn

A Guide to Get You Started

Step by step directions for learning everything related to customer information in Acctivate.
Take the guesswork out of knowing what to learn next and onboard new team members quickly.

Learn Acctivate CRM

Ready to go beyond the basics? Take a look at the many other customer information training pages to learn everything about what Acctivate CRM has to offer.

Looking for more?

Knowledge Base

Articles to help with customer info specific setup & troubleshooting.

Support

Have additional questions? Email us at support@acctivate.com.

Webinars

Watch past CRM webinars on-demand.

Tour

Ready to move on from customer info? See all training pages.

Customer Information Training Guide

Checklist

Customer Information Video

Watch the Customer Information video.
Customer Information Window

Learn the basics of updating the Customer Information Window with this overview.
New Customers

Create new customers. Do you track Customer: Jobs? If so, check out our enter a customer job article.
Ship-To Addresses

Add additional customer ship-to addresses. To create multiple ship to locations at one time, check out the import ship to location section in our customer import article.
Customer Contacts

Add additional customer contacts with phone numbers and email addresses. See customer import article for contact import fields/information.
Pricing

Add customer specific price codes and/or customer contract pricing; setup price codes.
Invoice Discount

Set a default invoice discount for a customer. This will be a whole order discount for the customer.