How to work with «buyer» customers in pipeline cards

Each card is a request from a potential customer. Therefore, it is important to verify the accuracy of your customers' data and store it in a database so that you can track their entire history and save additional information for future interactions.

How to work with contact details

When creating a pipeline card manually or editing it, you can specify the customer's contact details:

1. Full name;

2. Phone number — after specifying it, the buttons «Write» and «Call» will appear;

3. Email.

After filling in at least one field with contact details, the button «Save customer» will be activated. You can set up a trigger to automatically save customers in cards.

How to save a customer in a card

If the card does not contain a phone number or email address, you can select an existing customer for it. To do this:

1. Click on «Select a customer»;

2. Find the desired customer by searching by name, email address, or phone number;

3. After selecting a customer, click on the «Save» button.

If the card contains a phone number or email address, click the «Save customer» button. In the window, you can:

1. Select an existing customer — similar customers are selected based on matching contact details from the card;

2. Create a new customer.

How to work with a saved contact

After saving a new customer or selecting an existing one in the pipeline card:

1. The icon next to the customer changes color to green; it is visible both in the middle of the card and on the kanban in the pipeline;

2. Clicking on the name opens the customer card;

3. Hovering over the name brings up the replace customer button — you can select another customer if you made a mistake;

4. Using the «Call» and «Write» buttons, you can contact the customer via connected telephony or communication channels.