Saleboat

Create Customers

Can I see or edit Prospect or Client details on Saleboat?

Customer Details

Filter

Can I delete a Client or Prospect from Saleboat?

Delete a Customer from Saleboat

How do I assign a user to a Client or Prospect?

Assigning users to Customers

Customers

Make a Customer Dormant

How do I revive prospects and clients that I made dormant in Saleboat?

Revive a Customer

Create a Contact

What counts as a contact and how do I add them to Saleboat?

What is a Contact in Saleboat?

How can I classify my Prospects and Clients?

Classification of Customers

Customer Profile

Find answers and get help from Intercom Support and Community Experts

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