Blog > CRM with AccountEdge
24 October 2023

CRM with AccountEdge

Learn how to use lead, customer, vendor, and employee Card File details. We will cover using the Card Information window to set customer and vendor defaults, manage addresses, identifiers, custom lists and fields, plus selling/buying and payment details. Get insights into tracking leads and converting leads into customers.

CRM with AccountEdge

Learn how to use lead, customer, vendor, and employee Card File details. We will cover using the Card Information window to set customer and vendor defaults, manage addresses, identifiers, custom lists and fields, plus selling/buying and payment details. Get insights into tracking leads and converting leads into customers.

Date: 24 October 2023

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