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Sales & customers

Britixo CRM: Customer Billing Details and Contact Permissions

0:34 · Official YouTube tutorial ·

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Britixo CRM: Customer Billing Details and Contact Permissions. Follow the live application screens with clear instructions and English captions.

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Britixo CRM: Customer Billing Details and Contact Permissions. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/configure-customer-contact-permissions/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/customers-contacts/ Add and manage customer contacts: https://britixo.com/help-centre/add-and-manage-customer-contacts/ Convert a lead to a customer: https://britixo.com/help-centre/convert-a-lead-to-a-customer/ Upload and share customer files: https://britixo.com/help-centre/upload-and-share-customer-files/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Review customer preferences • Set billing and shipping details • Control contact access Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #CustomerManagement #ContactManagement #UserPermissions MORE HELP https://britixo.com/help-centre/manage-customer-billing-and-shipping-addresses/ https://britixo.com/help-centre/add-notes-and-reminders-to-a-customer/ #CRMSoftware #CRMTutorial

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