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Contacts

Contacts

Learn how to add and manage customers in Bookee

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7 articles in this collection
Written by Tejaswini Ponnala
Customer Management

How to add customers from CRM

Learn how to add a customer from CRM
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Written by Tejaswini Ponnala
Updated over a week ago

How to merge customer profiles?

Learn how to merge customer and lead profiles together
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Written by Tejaswini Ponnala
Updated over a week ago
Lead Management

How to add a new Lead stage and Lead source

Learn how to add more lead stages and sources on Bookee
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Written by Tejaswini Ponnala
Updated over a week ago
Related Contact

How to add a related contact from business CRM

Learn how to add related contacts to a customers profile from CRM
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Written by Tejaswini Ponnala
Updated over a week ago

How can customers add related contacts online?

Learn how customers can add and remove related contacts from website and customer app
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Written by Tejaswini Ponnala
Updated over a week ago

What happens if a customer adds a new contact as a related contact online?

Learn what happens if a customer adds a new contact as a related contact from the website or a customer app
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Written by Tejaswini Ponnala
Updated over a week ago
Book for someone else

Book for someone else

Learn how to book for a friend/family from the website and app
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Written by Tejaswini Ponnala
Updated over a week ago
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