Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Selecting a Business Transaction Type (01:30)
From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details
Select whether your customers individual consumers or other businesses or both.
Business to Business (B2B): Businesses that sell to other businesses. The seller and the buyer are both business owners.
Business to Consumer (B2C): Businesses that sell directly to the consumer. The seller is a business and the buyer is an individual consumer.
- Both B2B and B2C: Businesses that sell to both other businesses and consumers.
- Click inside the box Business Transaction Type.
- Select your Business Transaction Type from the pick list.
- Click Save.