Customers & Pipeline
How to organize, manage, and work your customers on platform
11 articles
- How to Add a Customer Record
- How to Add Contacts to a Customer Record
- How to Add Vehicles to a Customer's Fleet
- How to Add and Manage Customer Locations
- How to Track a Customer's Vehicles of Interest
- How to Create a Follow-Up Task
- How to Assign or Change a Customer's Salesperson
- How to Schedule a Customer Appointment
- How to Import Customers from a CSV File
- How to Export Your Customer List
- How the Deals Pipeline Works: Stages and Views