Customer Lookup

The Customer Lookup provides you with a sortable, searchable table of customers that you are the salesrep for. From this table, you can enter the CounterCRM module for any one customer at a time by clicking on their Customer Number.

From within a customer's CounterCRM module, you can return to the Customer Lookup to select another customer's data to load.

Only customers that you have been appointed the Salesrep for will show up in this table.