- Help Center
- Sales
- Customers
How to Access Customers?
- Upon successful login, expand the Sales module from the left navigation bar.
- From the list of options revealed, click Customers. Doing so takes you to the My Customers screen.
- Here, all the created customers are listed. Information is tabulated via various columns that include Customers, Email, Overdue Receivables, Overdue Claims, Connection, and Status.
- Clicking a customer row opens the Customer sheet where all the details of the selected customer are displayed.