Chat with us, powered by LiveChat

Use product groups

Estimated reading time: 1 min

You can use this option to create product groups at your contact.

eg: you have 3 product groups:
1 Training
2 Coaching
3 Online Training

With a contact you can add these 3 where you can indicate per product whether it is Lead, Prospact of Customer. Customer in this example means that he is customer for that product but for another product group is still a prospect.

In your contact menu you can immediately see for which product this contact is already a customer and which product group does not yet.

Was this article helpful?
Dislike
Search our support manual for settings in Salesinteract