Everything tagged People
2 articles across the Help Center.
How do I add a client or contact to my CRM? Open People from the rail and select Add person, then enter a name, email, or phone number. To merge duplicates, accept Vai's Review possible duplicate suggestion under Needs you. Available on the Core plan and the Growth plan. CRM
What is the CRM in Visualist? Your CRM in Visualist is People: every client and contact, the inquiries in your sales pipeline, and a brief Vai keeps for each inquiry. Open People from the rail. Available on the Core plan and the Growth plan. CRM