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?
Reactivating neglected customersHow do I remove a customer from being neglected?
Revive a CustomerHow do I revive customers that I made dormant?
TagsWhat are tags in Saleboat?
Reassign CustomersHow do I move customers to a different user?
Convert a Prospect to a ClientHow do I convert my Prospect to a Client?