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Customers & sales

Customers and contacts, leads, deals, proposals, contracts and the support desk.

7 articles

Every guide in this category, in reading order.

Add a customer and a contact The difference between a customer and a contact, and why getting it right early saves work…
Manage leads Everything before somebody is a customer: where leads come from, how they move, and how they…
The customer portal What your customers see when they sign in — and how to control it.
Support tickets One queue for every customer request, with an owner, a status and a history.
Chat inside your company A chat for your own team, attached to the workspace rather than to a private phone.
Sales agents, commissions and affiliates Pay people for what they bring in, without a spreadsheet at the end of the month.
Omni sales and the point of sale Selling across channels, and taking money at a counter.

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Customers & sales

7 articles

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