Lesson 3
Chapter 6 - Customers, Accounts
In Lesson 3, Chapter 2 you learned the difference between the Contacts, Companies, and Individuals listings. These companies and contacts are the heart of your CRM and include all companies with whom you interact - principals, customers, prospects, end users, etc.
With Customers and Accounts you see a separate listing showing only those companies that have, at one time, purchased something from one of your principals.
Customers
Customers is a list showing one sales total for all sales from all principals.
Each customer shows YTD Sales vs Last YTD Sales.
Each customer also shows Last Activity
Chapter 6 - Customers, Accounts
In Lesson 3, Chapter 2 you learned the difference between the Contacts, Companies, and Individuals listings. These companies and contacts are the heart of your CRM and include all companies with whom you interact - principals, customers, prospects, end users, etc.
With Customers and Accounts you see a separate listing showing only those companies that have, at one time, purchased something from one of your principals.
Customers
Customers is a list showing one sales total for all sales from all principals.
Each customer shows YTD Sales vs Last YTD Sales.
Each customer also shows Last Activity
With the same filter in place
- YTD Touches - the number of interactions between a company and your agency
- Last Activity - the date of the touch point between a company and your agency
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