CRM Customer Service
Learn how to search for customer accounts, leads, and orders, and perform customer related functions such as new orders, refunds, recurring charges, etc.
- How to Change a Customer’s Subscription Recurring Charge Amount or Price
- Common Customer Service Setup Questions and Answers
- How to Create a New Customer within the CRM
- How to Search for Customer Accounts and Order History
- Viewing and Editing a Customer Account/Profile
- How to Add a Order to an Existing Customer