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Customers

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How to create and interact with customers
Monique Le Roux
Create Customers
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Customer Details
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Filter
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Delete a customer from Saleboat
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Assigning users to Customers
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Tags
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Make a Customer Dormant
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Revive a Customer
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Create a Contact
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Classification of Customers
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Other Categories

Getting Started
Everything you'll need to know about how to get on board sale away with Saleboat.
6 articles and other
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The Saleboat Interface
Where things can be found and what they mean
8 articles and other
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Organisation
What you can see and control within your organisation and teams
5 articles and other
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Deals
How to create and interact with deals
5 articles and other
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Meetings Calls and Tasks
What are meetings, calls and tasks, and why do they matter
7 articles and other
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Leads
How to create and interact with leads
8 articles and other
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Calendar
An overview of your saleboat activity
1 article and other
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Settings
An overview of what settings you'll find in your account
3 articles and other
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Insights and Reporting
Understanding your saleboat reports and statistics
6 articles and other
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Troubleshooting
Saleboat Support Crew, help me!
16 articles and other
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Saleboat Android App
The Saleboat Android App how-to guide
8 articles and other
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