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PDi CRM – Customers

PDi CRM Customers – direct access to your Sage Pastel Accounting customer and contacts all from within PDi CRM. All changes made within PDi CRM are sent straight back to Sage Pastel Accounting. Product sales, customer documents, and balances can all be viewed within PDi CRM.

All your customer information can be directly viewed and accessed from the PDi CRM Customer Desktop.

View the screencast for a walkthrough of the PDi CRM Customer desktop view.

 

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