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Lesson 2 – Create a Company

Lesson 2 Steps taken in this lesson are very similar to lesson 1 Be patient. Repetition is the mother of learning – Zig Zigler Create a Company From Anywhere in System…

Lesson 4 – Advanced Record Management

We now have covered the process for creating customers, vendors and their associated contacts/employees but we are not done yet. We have already entered the basic contact info. Lesson 4…

Lesson 3 – Create a Contact

Now that we can create and locate companies from any part of the system we are ready for our second step. Every company that we sell to and every vendor…