What's a "Customer" in Salesflare?
Contacts appear in the "Customers" list as soon as they've been added to an account. This indicates that they are not just a personal contact of yours, but a contact that is relevant as a lead or customer.
The "Customers" section presents a shared address book for your team. It automatically builds up as your team uses Salesflare and keeps all contact details up to date.
How can I add a contact to my "Customers" list?
For an existing contact to appear in your "Customers" list, simply add the contact to your selected account.
Go to "Accounts" in the navigation and select the right account.
Click on the "Manage" button below "Contacts" to add a contact. If a contact is listed in the Suggested Contacts, you can just accept the suggestion and add the contact to the account by pressing the green checkmark.
Once your contact has been added, it will appear in "Customers", your shared address book which the entire team has access to.
Still got questions? Just hit us up on the chat or email us at [email protected]. 📧