Tutorials / Organise your chats
Contact profiles, tags and notes
Keep deal value, city, company, birthday, tags and notes on every customer — right next to the chat.
WhereTop bar → CRM chip (with a chat open), or click a card on the CRM board
Open the chip
Open a chat. The top bar shows its stage (or Not in CRM). Click it.
Set the stage and value
Pick a Stage and type the Deal value. The value counts towards your pipeline on Home.
Fill the details
Name, phone, email, city, state, birthday, company, job title, lead source, entry/exit date and products. Press Full profile for every field.
Tags and notes
Add Tags separated by commas (e.g. wholesale, Pune) and private Notes. They are searchable on the board.
Good to know
- Birthdays appear under Birthdays today in Schedule so you can send wishes.
- From the same chip you can translate their messages, transcribe voice notes, start a funnel, Send later and Remind me.