Where To Next?

The start of something big

This tutorial has given you a taste of what Handshake can do, but we've really only scratched the surface. Here's a short menu of things you might want to take a look at to really see where Handshake can take you:

  • You probably have specific shipping and payment methods you accept. You can set these up through the options page.
  • The customer importer will load your existing customer base into Handshake.
  • Handshake is built for teams. If you have other sales reps on your team besides yourself, add accounts for them through the users page so they can login too.
  • If you sell multiple lines, you can set up additional manufacturers to keep your catalogs separate.
  • If you have customers with different pricing or who pay in different currencies, you can set up customer groups with their own price lists.
  • If you want to tweak your email confirmation templates or CSV exports, the templates page will let you do that. The documentation has all the gory details.

As always, please if you have any questions or can't figure something out. We're here to help and love hearing from our users!

_ Thanks and welcome aboard,
The Handshake Team _

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