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SALES CRM, Sales, and POS task guide

Add Addresses, Contacts, and Lifecycle Status

8.2.2 Add Addresses, Contacts, and Lifecycle Status Open the customer record. Add one or more addresses. Add contact methods and named contact persons. Set or update lifecycle status when the customer moves between lead, active, at-risk, or archived states.

8.2.2 Add Addresses, Contacts, and Lifecycle Status

Open the customer record. Add one or more addresses. Add contact methods and named contact persons. Set or update lifecycle status when the customer moves between lead, active, at-risk, or archived states.

Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf