CRM Customer Service Help Articles
- 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
- How to Add Notes to a Customer's Account
- How to Issue Refunds
- How to change a subscription or recurring charge amount and/or rebill date for an existing customer