CRM Workspace – SUPERSEDED

Superseded

This article has been superseded and replaced by this newer article: CRM Workspace Overview.

Overview

You will use the CRM workspace to access your account’s history and interactions, Accounts Receivable (AR) data from both your website and ERP system are also available in the CRM workspace. Here you will find things like customers, web orders, quotes, shipments, and sales history.

In this section:

Loom video: https://www.loom.com/share/06f44f160b7f472e887bb8772513547c

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