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Contacts
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
Related Contact
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