Help centerClients
Client details and history
Stage, source, tags, notes and the full timeline for each client.
- 1
Open Business Center → Customers and tap a name.
- 2
Tap Edit on Details to set the stage, where they came from and tags.
- 3
Use "Add to history" for a note, a call or a message.
- 4
Search the list by name, number, #tag or "lead".
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