Card of a corporate customer
Section in which we will consider the creation of a corporate customer, as well as work with contact persons, companies, addresses, communications and analytical data.
Creating a corporate customer
This article describes how to create a corporate customer and the information you need to fill in.
Contact person/s (Corporate customer)
A contact person is a customer for whom a connection with a corporate customer was established. This article describes how to create and use main contacts with the rest of the corporate customer's data.
Companies (for corporate customers)
In the "Companies" block, you can enter specific data related to the company/s associated with the selected corporate customer. The article describes how to create companies and work with them in a corporate customer card.
Corporate customer addresses
The "Addresses" block contains the addresses of a corporate customer, which can be bound to companies and subsequently uploaded to an order card with one click.
Key corporate customer indicators and communications
The “Key indicators” block displays the main analytics for a corporate customer.