Creating & Managing New Customers (Without ERP)

Here we've compiled the various ways to create and organize data for your customers on inSitu Sales without utilizing an ERP integration

How To Create Customers On The Admin Site

How To Add New Customers On inSitu Sales 2.0 (Field Sales App) 

How To Create Customer Groups (Parent - Child Customers)

How To Assign Customers To Field Reps On The Admin Site