Customers
Manage leads and contacts
By Leodith and 1 other2 authors6 articles
- Managing Your Customer List in DurableLearn how to navigate, sort, and search your customer list in Durable to efficiently find and organize your contacts.
- Adding and Updating Customer ProfilesDiscover how to manually add new customer contacts to your Durable CRM and manage their detailed profiles, including standard and custom information.
- Add and Manage Custom Fields for Your ContactsTailor your customer relationship management by creating custom fields to capture specific information for your contacts and enhance your website forms.
- Managing Customer Interactions: Messages, Notes, and InvoicesLearn how to track and manage all interactions with your customers directly from their profile, including viewing messages, adding notes, and handling invoices.
- Receiving Website Contact Form SubmissionsUnderstand how submissions from your Durable website's contact form are automatically captured and integrated into your customer list as new customer records or messages.
- Export Customers via CSV FileLearn how to export your customer contact data using a CSV file in Durable.