Customer Management – Managing PeerBie

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You can easily enter the data about your customers. Note details such as sales channel, sales type and price also view them by filtering.

How to Do Customer Management on PeerBie?

  1. Select “Customers” on the left side of the homepage
  2. Add a customerEnter the customer’s name

    Select the state

    Determine priority

    Select assignee

    Select the product

    Enter a sales channel

    Enter a deal type

    Select a customer type

    Add contact information: address, phone number, e-mail

  3. When you are done, post the new customer