Documentation
for
users
users developers
for
users
Документация для developers
For users
Sales
Customers
Customer page
Block of interaction with a customer
Customers
  • List of customers
  • Customer page
    • Working with the customer page
    • Data in the customer card
    • Block of interaction with a customer
  • Corporate customers
  • Tagging customers
  • Communications
  • Working with telephony

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.

Customer 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.
Last edited 18.09.2021, 02:58