Starter is about keeping things organized. Stay on top of what's been said and done with each customer, and get a clear overview of all ongoing conversations in one place.
❔ What will we cover?
- The home page that shows you right away what you have to do today – calls, emails, and meetings.
- How to filter among customers and prospects via the find page.
- Tips and tricks for keeping your customers organized and following up via customer cards, history, and notes.
📽️ You can also watch a video guide below: