Training Academy
Module D · 20 / 30
Buyer CRM & manual parties
CRM holds procuring-entity accounts and contacts. Seed from tenders you’ve watched, then log visits and calls.
On Partners, Buyers, and Suppliers pages you can also add Manual parties for relationships not yet in the catalog.
Practice checklist
- ✓ Open CRM
- ✓ Add or view one contact/account
Open the real pages
