Managing the accumulated base of customers. Using tags. Data on all communications of the system.
List of customers 4
Customer list filter
Using the filter on the customer list allows you to optimise your work with customer management. A variety of different filters and parameters are available to select.
Working with the customer list
This article describes the layout of the customer list and the configuration of sorting columns.
Exporting of customer list data
This article describes how export customer list data to an Excel table, and how to import the customer base into the system.Show all
Customer page 3
Working with the customer page
Editing mode. Description of the functions of the main blocks. Cleaning the customer base by eliminating duplicates.
Data in the customer card
Important information for a specific customer, presented in blocks.
Block of interaction with a customer
Effective and fast ways to communicate with customers. Control of work with the customer via the creation of tasks and notes.
Corporate customers 6
Corporate customer settings
This article describes how to activate the corporate customers section, how to configure the user rights associated with this section, and how to carry out the migration of existing customers to corporate customers.
Custom fields for corporate customers and companies
For a corporate customer card and for companies, you can create separate custom fields that will be displayed in the corresponding blocks in the card.
List of corporate customers
The section is completely identical to the list of customers, with the exception of several filters that are available only for corporate customers.Show all
Tagging customers 3
Creating and working with tags
Customer tagging - setting custom tags with the possibility to filter the list of customers and chats by them.
Working with tags in the order card and the customer list
The article describes how to work with tags in the order card and use them to filter the customers in the list.
Editing and deleting tags
This article will show you how to edit or delete a tag and which sections will be affected by this operation.