Promote Company to Customer Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

Related Topics
	Suggested Relationships for Customers		Customer Relationship Management FAQs
	Suggested Relationships for Contacts		CRM Company Options
	Suggested Relationships for Ship-To Addresses		Create Relationship / Maintain Relationship / Promote Company to Customer

 

Navigation

In Sage CRM, open the company to create or maintain a relationship for, and then click the Summary tab. Click Maintain Relationship. If the company has a type other than Customer, the Promote Company to Customer window appears; otherwise, the Create Relationship window appears.

Overview

Use Promote Company to Customer to change a Sage CRM company type to Customer and create a relationship with a Sage 100 customer. A company must be promoted to have a type of Customer to be related to a Sage 100 customer. After a company is promoted to a type of Customer and is related to a Sage 100 customer, all prospect quotes for that company are automatically promoted to customer quotes for the related customer.

Fields

 

Record Type	Customer Template
Relate	Contact Code
Sage 100 Company Code	Ship-To Code
Customer No.