How to work with Customers or Prospects

To work with Customers/Prospects

• This option allows you to save the information of the Customers, first of all, you have to choose the Maintain tab from the menu bar and select Customers/Prospects&ldots; in the menu.

• After that you will see the Maintain Customers/ Prospects dialog box as shown below.

  

• After filled in the Customer’s information, click on the Save button.

• However, you can also straight away click on the Graphical Navigator Aids at the bottom as shown below.

• First of all, click on the Sales icon as the picture below.

• After that click on the Customers.