User Manual >> Documentation >> Customers App >> Customer Management >> Customer Collaboration

Customer Collaboration

The Overview page of the Customers app is a one-stop solution to perform several actions for a particular customer profile.
Collaboration-customers
It comprises:

Printing the customer information in PDF
Adding the customer to the target list
Duplicating the existing customer information
Enrolling the customer in the email sequence
Converting the customer information to any other application
Managing activities like follow-ups, appointments, tasks, notes, call logs, emails, etc.

Customer Collaboration was last modified: May 4th, 2021 by sites team