Contacts
Assigning contact to a department
If you use Sugester's departments to control user's access to your data, remember to assign contacts to the right departments. For example, if your em...
Contact's profile view
Not always your contact becomes a client. Sometimes someone is just interested with a product/service, but isn’t purchasing anything yet. It’s good th...
Adding avatar/picture to the contact
In Sugester to each contact you can add a picture (like in client’s profile). To do so, select a contact (Settings > Email settings > Contacts), clic...
Statuses in contacts
Statuses allow you to add information you need for your contacts. You can adjust statuses to your business type and your needs. You can add as many st...
How to change columns order in the Contact list
To change the order of columns in clients’ database, in the top menu select CRM > Clients > click on the cog icon > Contacts. Click again on the cog i...
Deleting contacts
If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to the client’s profile, click on the cog icon next ...