CRM Overview

PeakCommerce includes a lightweight CRM for keeping track of who you sell to. It has two parts:

• Organizations — the companies and accounts you do business with.

• Contacts — the individual people at those organizations.

Find both under CRM in the main navigation. Use them to keep customer records tidy, associate contacts with their organizations, and filter your lists by status.

See Contacts for details on the contacts list and what the status badge means.