Сlients
1. Clients: Overview
The Clients module is designed to grant access to all clients stored within the CRM, based on you...
2. Clients: Use Cases
#1 Onboarding New Markets Scenario: You’re expanding into Europe and Latin America.Solution: Cre...
3. How to Create a Client
Use the Clients module to add key contacts or corporate accounts into Wifox. Depending on your bu...
4. How to Edit a Client
Once a client exists in Wifox, you can fine-tune their profile, track interactions, upload docume...
5. How to Reassign a Client
The “Reassign” action lets you bulk‐update key client attributes—Desk, Manager, and Status—all at...
6. How to Filter and Search Clients
Efficiently managing your client base requires both pinpoint searches and flexible filtering. In ...
7. How to Deactivate a Client
Sometimes you need to remove a client from active workflows—whether they’ve closed their account,...
8. How to Import Clients
The Import feature simplifies the process of adding or updating large volumes of client data. By ...
9. How to Export Clients
The Export feature offers a simple and efficient way to manage and retrieve large volumes of clie...
10. How to Customize Columns
The Columns customization allows you to customize the order and visibility of columns. This helps...
11. Managing Favourite Clients
Managing Favourite Clients lets you quickly bookmark important clients. Once added, those clients...
12. Clients Duplicates
The Duplicates action identifies cases where a client registers more than once, typically using t...
13. How to Send Messages to Clients
«Send a message» allows you to send a private message from the system directly to a client. The c...
14. AI Voice Filters
The Clients module includes an AI-powered voice assistant that allows you to filter and search cl...