Features & Functionalities

• Add a Lead in CrikSales & Convert a Lead into a Customer

Portal Administration

• Share Announcements with Your Users!
• Accepting Payments Through CrikSales: QuickBooks Online Payment Link
• Maintain Permissions: Configure What Your In-House Users Have Access To
• Adding Portal Users: Add an In-house User
• Adding Portal Users: Add a B2B Customer User
• Maintain Permissions: Configure What Your Rep Users Have Access To

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Customer Configurations for Admin Users

• Maintain Permissions: Configure What Your B2B Customer Users Have Access To
• Customer Settings: Configure Auto-Emails
• Customer Settings: Add Customer Ship-To Addresses

Quote Management in CrikSales

• Manage Quotes Feature Overview

Order Management in CrikSales

• Order Confirmations Tab: Find All Confirmed Orders in CrikSales
• Orders Entered in Portal Tab: Find All Your Orders
• Standard Orders: How to Create an Order Template for a Customer in CrikSales

QuickBooks / CrikSales Integration

• QuickBooks Online: How to Link an Item to a Web Page in CrikSales
• QuickBooks Online: Options for Assigning Reps to Customers
• QuickBooks Online: Sign Up for Your 30-Day Free Trial of CrikSales!
• QuickBooks Online: Configure which Items in QuickBooks go to CrikSales
• QuickBooks Online: Configure which Customers in QuickBooks go to CrikSales

For Dealer Users

• CrikSales Portal Overview for B2B Staff Users
• Welcome to Your CrikSales Portal!
• How To Enter an Order in CrikSales

Order Entry for Management & Rep Users

• Order Attachments: Add Documents and Images to Orders
• Order Entry: Header Fields & Ship To Fields
• Where Does the Customer Email Address Come From on CrikSales Orders?
• Where Does the CrikSales Order Reference Number Saved in QuickBooks?
• Management & Rep Users: How To Enter an Order in CrikSales