Wholesale Parts Pro CRM Training Microsite

The purpose of these alerts are to notify other users of any internal updates. Alerts are created within the Admin Module under ‘Alerts’ and can […]

Sales Analytics > Customer Comparative Sales This screen allows you to compare sales from two different time periods at a customer level. Once you arrive […]

Add Users To add users to the platform, you must have full access to the Admin module. Navigate to the User Management screen and click […]

SMART Maps – Visual Mapping Tool SMART Maps is a visual mapping tool that allows you to locate all customers and competitors on a map. […]

Add Prospect Customers > Add Prospect Customers A Prospect Customer is an account which have not yet purchased from your organization. Add these customers to […]

Add Contacts Contacts > Add New Contact Documenting each customer interaction allows you to manage and track your customer relationships through every step of the […]

Customer Information Pop-up Throughout the platform the I icon will appear within multiple pages- anytime you would like to see detailed customer information, click on […]

Customers > Manage Customers The Send Email feature allows for quick, one on one communication with a selected customer right from Manage Customers. These interactions […]

Add Staff Members: Customers > Manage Customer Staff Keep your customer interactions organized by adding individual staff members of each account to CRM. This is […]