DSD Salesforce Add or Edit Customer

DSD Salesforce Add or Edit Customer


You can add a new customer, or edit the details of the currently selected customer.  This function can be selected from the Customer Selection screen or from the Customer Activities screen


  • When creating a new customer the status can be a Customer or a Prospect
  • When editing an existing customer the current details are displayed for editing
  • If the opportunity is a Prospect then you can concert it into a Customer by selecting the Customer checkbox
  • If the opportunity is a Prospect then you will be able to record notes.  Orders placed can only be for Free items or Samples



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