Chapter 2: Working with Customers

Promoting new customers from Sage CRM to Sage X3

Linking existing Sage CRM Customers with Sage X3 Customer

Creating a new additional address in Sage X3

Creating new additional contact in Sage X3

Viewing additional Customer info for a Customer

Viewing all the List of Order info for a Customer

Viewing all the list of AR Invoices for a Customer

Dashboards and Charts functionality