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!
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.
- Go to your Contacts List
- 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.