Customers
How to create and interact with customers
13 articles
- Assigning users to CustomersHow do I assign a user to a customer?
- Create a ContactWhere do I add contacts to customers?
- Create CustomersHow do I create a Prospect or Client?
- Classification of CustomersHow can I classify my customers?
- Customer DetailsCan I see or edit customer details?
- Delete a customer from SaleboatCan I delete a Client or Prospect from Saleboat?
- FilterHow can I filter my customer list?
- Make a Customer DormantHow do I make customers dormant in Saleboat?
- Reviving neglected customersHow do I remove a customer from the neglected list?
- Revive a CustomerHow do I revive customers that I made dormant?
- TagsWhat are tags in Saleboat?
- Reassign Customers + LeadsHow do I move customers or leads to a different user?
- Convert a Prospect to a ClientHow do I convert my Prospect to a Client?