Customers & Contacts
Customers & Contacts: step-by-step Neural Core Engage guides, in reading order.
- 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.Read more →
- Customers overviewCustomers is where you see each customer's account, salesperson, projects and lists, orders and signals, and open their full record.Read more →
- 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.Read more →
- 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.Read more →