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.
An unlimited number of notes can be created in the system for each customer. You can also view notes in the customer list.
Creating a task from the customer card
This article describes how to create a task directly via the customer card.
Sending an email from the customer card
To send e-mails, the templates for the "Customer" event are also used. In some cases, you may need to confirm the sender's e-mail in the system settings.
Storing files in the customer card
This article describes how to work with files in a customer card, as well as the file formats that can be stored in the system.