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General Usage

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  1. Adding New Companies

  2. Inactivate/Delete & Reactivate Company Records

  3. Handling Duplicates (Merging Records)

  4. Email Inbox

  5. Excel Import Files (Setup > Imports > Companies)

  6. Excel Import Files (Searching & Handling Results)

  7. Searching for Contacts

  8. Search by PO# (Purchase Order)

  9. Saved Search

  10. Geographical Regions (Saved Searches)

  11. Pre-Orders

  12. Shipping Address

  13. Viewing Available Promotions

  14. Clearing Your Browser Cache

  15. Clearing Local Storage - Chrome

  16. Clearing Local Storage - Firefox

  17. Session Timer (Auto Log Off)

  18. Tasks: Managing & Viewing (Calendars)

  19. Inactive (Discontinued) Products

  20. Click-to-Call

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