Customer Management – Managing PeerBie

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