Customer Tracking

To start using Customer Tracking in the platform, follow this tutorial to setup Users in your Team, Add Accounts and Contacts, Log Calls, Create Email Campaigns and Build Reports

Tutorial

Steps	Learn more here
1. Add users to your team	Users, Teams and Roles
2. Add accounts - companies you work with	Accounts
3. Add contacts - folks you communicate with at the companies you work with	Contacts
4. Log communications and activities with your contacts	Log Activities
5. Create and track email messages	Email
6. View customer reports	Reports