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: Which appointment type is booked when using Easy Booking?
- How can I update my existing companies and contacts with statuses from the new Journey feature?
- How do I define who has the journey status of Customer?
- Why can't I see the Marketing tab in Upsales?
- Can I move an opportunity or order between companies?
- What happens to my existing sales if I change a product price?
- How do I delete an opportunity or order?
- Why can’t my team members see sales on a company?
- Why can’t I delete an order created by someone else?
- Can I change the currency for an opportunity or order?