All contacts or companies with sales taking place after activation of the Customer Journey feature will automatically be set with the "customer" status. However, you can define criteria for when the contact or company should no longer be considered an active customer.
Articles in this section
- Q: Do activities disappear if I delete a call list or campaign?
- Q: How do I send an email to several contacts?
- Q: Can I edit the form in my Easy booking page?
- Q: What can I update in bulk in Upsales?
- Q: Can I see when a company or contact was added to my Upsales?
- Q: Can I save a list from advanced search?
- Q: When we have multiple companies with the same name, in what order are they shown under the search field?
- Why can't I see appointments in my Google Calendar?
- Q: How many characters can a notes-field hold?
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?