Customers and contacts
How to keep contact data in one place
Keep contacts, agreements and notes gathered on the customer profile, so the whole team works from the same information.
Step by step
- Open the customer record
Find the customer in the overview. The record is the gathering point for contacts, agreements, tasks and documents.
- Add every contact person
Create each contact with name, role, email and phone, for example both the day-to-day contact and the person who approves invoices.
- Save agreements as notes
Write standing agreements, access details and special requests as notes on the customer, so they don’t live only in one employee’s inbox.
- Reuse the details in your work
When you create quotes, tasks, contracts or invoices on the customer, the contact data follows along automatically.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.