Contacts
Keep track of all your customers and leads in one place.
-
Companies
Companies bring people, deals, notes, and conversations from the same customer together in one place. How to get there: Go to Contacts in the top...
-
People Overview
The People page gives you a complete view of everyone who has interacted with your business through Boei. Track contact details, view conversation...
-
Contact Details
View complete information about a contact including their conversations, deals, and activity history. How to get there: Go to Contacts in the top menu...
-
Export Contacts
Export your contacts to Excel for reporting, backup, or use in other tools. How to get there: Go to Contacts in the top menu → click Export. How to...
