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Customers + Leads
Adding Customers and Searching
7
How do I add a customer?
How do I add a Free Form Private Zip Code when adding a new customer?
What are the reformatting rules for phone numbers entered in DX1?
Merging customers
AllFields Customer Search
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Leads for units sold though DX1
6
Working a lead from the internet to a major unit quote
How do I add a lead?
How do I schedule Follow Up Actions?
How do I create a Finance Application from Lead Manager?
How do I update the lead status?
See all 6 articles
Lead Settings Tile
12
configuring media type / adsource
How do I setup an Automatic Lead Response using the default template?
How do I activate custom assignment rules
Creating custom assignment rules
Setting Lead Status Thresholds
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Sales Assistant ,Planner, and Finance Application tiles
5
Model Lookup
Compare Models
How do I manage overdue items?
How do Follow Up Actions interact with the Planner?
View/Print New and Processed Finance Forms
Calls and Customer Reports tiles
4
How do I Create a Lead from a Call?
How do I View a Phone Lead Created from the Call Detail List?
How do I View Calls and Listen to Recordings?
How to Run a Customer Report
Adding Discounts to Inventory
0
