Last Revised: 08 Sep 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Setting Up Company Details (00:04:39)
From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details
- Click inside the box Business Transaction Type.
- Select your Business Transaction Type from the pick list.
- Click Save.
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.
You are looking at a screenshot demonstrating how to Select Your Business Transaction Type:
Figure 1. Select Your Business Transaction Type.