CRM

Here you can learn how to manage your customers

8 articles in this collection
Written by Esperanza Vega and Pablo Ibáñez Iberlucea

How does the customer interest matching work?

Match your customers with your products based on their interests.

Written by Pablo Ibáñez Iberlucea
Updated over a week ago

Data export

Written by Pablo Ibáñez Iberlucea
Updated over a week ago

How can I do actions on several clients at the same time?

Help to do actions on various contacts: change status, email campaigns, etc.

Written by Esperanza Vega
Updated over a week ago

How to create and manage a client

Everything you need to know to create a client in your portfolio and manage it correctly.

Written by Pablo Ibáñez Iberlucea
Updated this week

How do I import contacts to Witei?

Written by Esperanza Vega
Updated over a week ago

Google Calendar Integrations

Google Tasks Integrations

Written by Esperanza Vega
Updated this week

Templates of messages in conversations

Creation and use of message templates in conversations and their notifications.

Written by Pablo Ibáñez Iberlucea
Updated this week

Smart inbox: automatic receipt of requests

A service to register automatically in Witei CRM the contacts generated in the real estate portals and other websites.

Written by Esperanza Vega
Updated this week