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.