This section contains three subsections with different information.
Let’s take a closer look at these subsections:
In this section, you can view the list of clients in your database. Several bulk actions are available for managing contacts:
Export — allows you to export the customer database from our service to an Excel file
Merge — allows you to merge two or more contacts into a single record
Delete — deletes contacts
Create Organization - allows you to group people who work for the same organization
Add to Organization—adds clients to the organization they belong to
Archive - adds clients to the archive
In this section, you can also upload a customer database to your project. To upload a customer database to our website, follow these steps:
1. Click the “Upload Database” button 2. Select where to upload the file: to the client list or to the sales funnel.
3. Click the “Upload File” button and select the contact database file (in xls/xlsx format) from your computer.
4. Click the “Upload Database” button
This section allows you to add, delete, and manage the number of services or products you offer.
To add a service or product, do the following:
1. Go to the “Customers and Products” section.
2. In the right-hand corner, switch to the “Services and Products”
section. 3. Click the “Create Service/Product”
button. 4. In the right-hand corner, select the appropriate subsection—“Services” or “Products”—and click the “Add”
button 5. Enter the name, quantity, and price, then click the “Save” button
In this section, you can maintain a list of organizations you work with, as well as add and track employees who are part of a given organization.
To create an organization, do the following:
1. Go to the “Clients and Products” section – “Organizations.”
2. Click the “Create Organization”
button. 3. Enter the organization’s
name 4. Select the organization’s
members 5. If desired, enter the TIN
6. Click the “Save” button