Client settings and contact roles

Create client custom fields to add more information for the client

How to use client custom fields?

Adding clients allows you to tie a task to a customer and keep all necessary client info in one place

Instead of entering customers one by one, you can use XLSX import for a large customer base.

Remove the clients that you don't serve at the moment.

Group clients more effectively by adding filters

Make a work plan that suits the client so that all the work is written down correctly.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you