Contacts
Your list of customers and their contact information. Upload your new clients on a regular basis to add them to the list. If someone is marked as a subscriber, it means they have agreed to receive email updates from you.
- Searching & filtering your customers
- Primary & Secondary Customer Relationships
- Customer Insights (CI Clienteling)
- Adding Clients from All Customers to My Contacts
- How to Favourite a Contact
- How to Create a New Contact
- Customer Tags
- Client Communications - Consent & Preferences
- Setting a Contact as a Subscriber or Unsubscriber