One customer record shared by every module

What moves

A CRM account creates or updates a single customer in the shared register, and changes or merges in the register flow back so CRM never holds a stale duplicate. In Parties, the customer page also shows CRM's contacts and open deals.

Before you start

• Both modules in your plan
• CRM in your plan

Step by step

1. Account executiveCRM & Sales Pipeline

   Creates an account for a new customer.

   You see:The account is saved.

2. SystemContacts & Partners

   Creates or updates one customer in the shared register.

   You see:Invoicing and support can use the same customer.

3. Records managerContacts & Partners

   Merges two customer records that are the same company.

   You see:One survivor remains.

4. SystemCRM & Sales Pipeline

   Re-points the CRM account to the survivor.

   You see:The account still opens, with all history, under the merged customer.

Related

• CRM & Sales Pipeline
• Contacts & Partners
• Quotes and deals flow through the portals
• Quotes are priced from the product catalogue
• Quotes use the sales taxes kept in accounting
• A qualified lead is handed from a development rep to an account executive
• A won deal reaches delivery, finance and the rep's commission
• Connections between modules