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Neat Trick #2: Track sales history—and a lot more—in one convenient location!

Topic: Contact Management,Tips & Tricks | Comments Off on Neat Trick #2: Track sales history—and a lot more—in one convenient location!

Posted on September 11, 2009 by Kelli Wall

Is it a time consuming hassle to find a customer’s sales history? Not if you have WorkingPoint. With WorkingPoint, you’re always just a couple of clicks away from everything you need to know about your customers.

  1. Go to your Contacts Listguy_paperwork
  2. Click on a Customer
  • Here WorkingPoint keeps a complete sales history, including the status of all invoices and quotes. You can also see the total sales for this customer to date by looking at their Lifetime Sales figure.
  • Plus you can easily email your customer a copy of their sales history and even create new invoices and quotes with the click of a button.

The more time you spend with WorkingPoint, the more ways you’ll find that it can help your business.
For more information on working with customers, click here.

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