MRSweb - Lesson 5 - Customers, Accounts

In Lesson 4, Chapter 1 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 each customer's sales total for all the principals from whom they buy.
The list also shows:
- Sales Rep assigned to the account
- Split Rate 
- YTD Sales vs Last YTD Sales
- YTD Touches
- Last Activity
- Business Address of customer
- Date the customer was created
- Date the customer was last modified

Accounts

​Accounts is a list showing each customer's sales total for each principal from whom they buy.
The list also shows:
- Sales Rep assigned to the account
- Manufacturer (Principal) from whom the customer bought
- Customer's account number for that one manufacturer
- YTD Sales vs LYTD Sales for that one manufacturer
- Date the customer was created for that one manufacturer
- Date the customer was last modified for that one manufacturer