Customers in Business App gives your clients a place to manage customer information. It syncs with other products and features of Business App to consolidate customer information into one place.
Syncing apps
The following apps will automatically sync customer data into the Customers list.
- Inbox – When a message is sent or received to a new contact
- Customer Voice – When a contact is created in Customer Voice
- Website Pro / Express – When a contact form is submitted on the website
- Constant Contact – When a contact is created
Business owners can add, delete, or edit customers to their lists to keep all of their valuable business data organized. This includes first name, last name, and email address. Enter customer information manually or through the bulk import feature. Users can also keep track of if they've obtained permission to contact.
Sending an email
Your clients can also email customers by selecting the checkbox for one or many customers from the list and choosing Send Email from the Actions drop down.