Search Knowledge Base Articles
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What is the Customer Management module?
2024-11-22 16:26:35... -
How do I add a new customer to the CRM?
2024-11-22 16:26:51... -
How can I import customer data in bulk?
2024-11-22 16:27:21... -
How do I update or edit a customer's details?
2024-11-22 16:27:37... -
How can I assign a customer to a specific sales rep?
2024-11-22 16:27:53... -
How do I track customer interactions and communication history?
2024-11-22 16:28:12... -
How do I categorize or segment customers?
2024-11-22 16:28:26... -
Can I set reminders for customer follow-ups?
2024-11-22 16:28:41... -
How do I export customer data?
2024-11-22 16:28:56... -
Can I assign multiple contacts to a single customer account?
2024-11-22 16:29:27... -
How do I automate emails or SMS notifications for customers?
2024-11-22 16:29:42... -
How do I delete or deactivate a customer account?
2024-11-22 16:29:57... -
How do I add notes or comments to a customer profile?
2024-11-22 16:30:13...