Topics/CRM

Use the built-in CRM

Customers, tickets and live requests, each in its own table.

1. Open CRM. Start from the overview. Go to Workspace › CRM.

2. Switch tables. Customers, Tickets or Live requests.

3. Pick your columns. Show what your team needs.

4. Add custom fields. Label, type, placeholder and required setting.

Tip: There is no limit on the number of contacts.

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