Contacts

Keep track of all your customers and leads in one place.
  • Contacts Overview

    The Contacts page gives you a complete view of everyone who has interacted with your business through Boei. Track customer information, view...

  • 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...