Knowledge Base
  • EZ Loader Knowledge Base
  • EZ Loader External
  • EZ Loader Training Academy

3. Creating a Customer

  • 3.1 - Adding a Prospect
  • 3.2 - Promote Prospect to Customer
  • 3.3 - Creating a Customer Profile
  • 3.4 - Customer Requirements to Build a Load
  • 3.5 - Customer Profile Overview
  • 3.6 - Finding Your Customer Profiles

Categories

  • 1. Setup - Getting Started
  • 2. Getting to Know EZ Loader TMS
  • 3. Creating a Customer
  • 4. Creating a Carrier
  • 5. Creating a Load
  • 6. Digital Rate Confirmation
  • 7. Load Page Details
  • 8. Posting to Your Load Boards
  • 9. Using the CRM for Prospecting
  • 10. Processing a Load
  • 11. Accounting Process
  • 12. Quickbooks Integration
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