This file controls business unities within the company, such as: branches, franchises, and resale.
Procedures
To register a Business Unity in the CRM environment, folder Updates:
- Click Register. Then, click Add or Edit (if there are records in the base). The system displays add or edit screen.
- Fill in the data according to help instructions.
- Check data and confirm.
This file is associated to the sale structure and to business proposals in the future. |
See Also
- Also, refer to topic Sales Structure.
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