Prior Customer New Io
Answered
Whats the easiest way to see if a customer was a prior one. I old Io if you clicked on a booking it would show up above is there a way to do that? Rather than going in leads typing the customers name in
The same question
use the search bar on the left side type in name or phone number or email etc
use the search bar on the left side type in name or phone number or email etc
You can open a lead and in the customer section you can click the person icon and it will pull up their customer profile. At the bottom of their profile you will see any previous leads.
You can open a lead and in the customer section you can click the person icon and it will pull up their customer profile. At the bottom of their profile you will see any previous leads.
Thanks!
Thanks!
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