Contacts

Learn how to add and manage customers in Bookee

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

Written by Tejaswini Ponnala
Updated over a week ago

How to merge customer profiles?

Learn how to merge customer and lead profiles together

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

Written by Tejaswini Ponnala
Updated over a week ago

How to add a related contact from business CRM

Learn how to add related contacts to a customers profile from CRM

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

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

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

Written by Tejaswini Ponnala
Updated over a week ago