Engage
Neural Core Engage guides: Customers & Contacts, Accounts & Projects, Orders & Retention.
Customers & Contacts
- Contacts overviewContacts lists the people in your account with how to reach them, where they came from and how much activity they have, so you can look someone up before you call or reply.
- Customers overviewCustomers is where you see each customer's account, salesperson, projects and lists, orders and signals, and open their full record.
- Assign a salesperson to a customerGive a customer a salesperson so everyone knows who looks after them, and so they show up in that person's Mine view and in the Salesperson summary.
- Add a customerCreate a customer record with Quick Consumer Create, so you can start a list for someone you're helping on the floor or on the phone.
Accounts & Projects
- Add products to a customer's listFind a customer's list in Projects & Lists and add products to it by SKU, by name or from the catalog, so you can build a selection with them on the showroom floor.
- Use Privacy mode with a customerTurn on Privacy mode before you turn your screen toward a customer, so they see their own list and products without costs, notes or other customers' details.
- Print a customer's listPrint a customer's list or save it as a PDF to hand over or send, with or without prices and images.
- Invite someone to a projectInvite a partner, designer, contractor or client onto a customer's project so they can see it on your website and, as an editor, change it.
- Leave a comment on a projectPost a comment on a customer's project in Neural Core, to keep notes and conversation about the project in one thread for your team.
Orders & Retention
- Orders overviewOrders lists every order placed on your website, with its status, payment and customer, so your team can look one up, follow it through to delivery and answer a customer's questions about it.
- Change an order's statusMove an order along as you prepare, ship and deliver it, or cancel it, so your team can see where every order stands.