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 meeting type will a meeting be if it is booked via 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?
- I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
- Can I move an opportunity created for Company X to Company Y?
- 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 the team leader delete an order that a team member created?
- Can I change the currency for an opportunity or order?