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    1. Breww hem
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    3. Customers, Leads & CRM

    Hjälpguider

    • Breww help guides 🍻
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    • Customers, Leads & CRM
      • Additional customer options
      • Auto-populate customer references
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      • Customer debts
      • Customer & lead lists
      • Customer email list export
      • Customer statements
      • Merging customers
      • Parent companies
      • Block order processing
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    Customers, Leads & CRM

    Customers in Breww are who you sell your products to. Have a look at the articles in this section to see the different ways in which you can use them.


    Relaterade dokument

    • Additional customer options
    • Auto-populate customer references
    • Create deals for customers and leads to track expected future spend/volume
    • CRM activity types
    • Customer debts
    • Customer & lead lists
    • How do I export a customer email list?
    • How do I find/send a customer’s statement?
    • How do I merge duplicate customers in Breww?
    • How to manage multiple customers with a single invoicing entity (Parent company)
    • How to put a customer account on hold/block/stop/suspend and prevent order processing
    • How to quickly bulk/mass delete customers and restore deleted customers
    • How to set/adjust the sales person on a customer
    • How to set which customers have to pay VAT/GST/Sale taxs
    • Leads
    • Managing customer addresses
    • Order predictions and churn risk
    • Payment terms settings
    • Price lists
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