Sales

Create and view Sales Customers

Create a Sales Customer and review its opportunities, activities, quotations, projects, and Finance summary.

What this does

Sales Customers are the customer records used by Sales for relationship tracking. They are distinct from Finance Clients, which are managed in Finance > Clients.

Steps

Open Customers and select New Customer. Add the customer name and any contact details, then save.
Search or filter the Customers list, then select a record to open Customer 360.
In Customer 360, review its overview, opportunities, activities, quotations, projects, and Finance summary. Use Opportunity to start another deal.

Result

Sales Customer 360 brings the Sales relationship and linked project/Finance context together. For invoices, continue in Finance invoices; for delivery projects, see Create, view, and edit projects.

Related/Next guide: Create and manage opportunities.

Create and manage opportunitiesCreate and track opportunities in the Sales pipeline or list, and record won or lost outcomes.
Create and manage quotationsPrepare, view, send, and manage Sales quotations and their revisions.

What this does

Steps

Result

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