Customer Management
Guides on how to access and manage your inbox, customer details, jobs, schedules and Invoicing for your callers.
- How do companies work in Sophiie?
- How do I add a new contact in Sophiie?
- How do I edit a customer's contact details?
- How do I import my customers into Sophiie?
- How do I add notes to a contact in Sophiie?
- How do I set a reminder for a customer?
- How do I use the Contacts page?
- How do I send an SMS or email to multiple contacts at once?
- What's on a contact record in Sophiie?
- Where do I find a customer's call details, summary and recording?