Part 2. Clients
Introduction#
The Clients tab allows you to collect information about your clients in one place. Every contact with a client will be recorded here, giving you the ability to view the full history - browse messages and listen to conversations. If you want to test the features of our system, add a few clients - individuals or companies.
Step by Step#
In this section, we will show you how to add clients to the CRM.
To make testing easier, the system will automatically add you as a client with the phone number you provided during registration.
Adding a Client#
1. We will show you this using the example of adding another person. Go to the Clients tab, expand the button and select Add person.
2. Enter the client's details - surname or phone number is required. You can fill in other data in the next step according to your preferences and needs.
3. After completing, click the button .
If you want, you can add a list of clients using a ready-made CSV file. How to do it? See the article about adding clients.
4. As mentioned above, you can enter more data after creating the client by clicking :
Client Profile Features#
After adding a client, go to their profile. On the left side, basic information about the client is displayed - name and phone number. Other data (e.g., email address) are optional and appear if filled in during client creation. There is also the possibility to add an avatar - just click or drag a photo/image.
By clicking , the following functions appear:
- Show requests - preview of all the client's requests
- Send SMS - send an SMS
- Add to campaign - add the client to a campaign
- Add to blacklist - add the client to the blacklist
- Mark as VIP - mark the client as VIP
- Merge clients - option to merge contacts
- Hide from client list - option to hide the client
- Delete - delete the client
Next Part 3. Infoline