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Today's Contacts

The CRM -> Today's contacts section shows a list of customers you (your user) need to contact today.

Setting a next contact time for the customer

  1. Open the customer's details.
  2. Set the Next contact date.
  3. Save
  4. The customer will be shown on Today's contacts when this date has arrived.
NB! Make use of the Notes section in the customer's details to keep track of interactions.
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