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CRM › Customers

Customers

Who you sell to, and the people inside them.

In CRM → Customers · 2 screens

ScreenKindWhat it is ColumnsFieldsActions
Accounts List Open a customer for its sites, selling context, financial terms, credit profile and account relationships — ship-to, bill-to and payer are frequently three different places. 5 5 0
Contacts List 5 8 0

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