People
Create a Contact
Not every customer finds you first, sometimes, you meet them. Use Create Contact to manually add a customer or lead to your workspace so you can follow up or track engagement. Things to Keep in Mind Contact Info: You will need the contact’s first ...
What is Contacts
Contacts is a list of people who have signed up on your workspace, whether or not they have made a purchase. It helps you keep track of everyone who has shown interest in your services. For each contact, you can see: Name Email Phone number Since ...
What is Directory
Directory helps you find the people you work with in your workspace and see the teams you are a part of. Browse Members View all workspace members, including their name, role, contact info, and average ratings. Click on any member to open their ...