Help · Connect (CRM)
How Connect shares customers
New in v0.20: the organisation's customers — the same list as Sell and Books.
Who can do this: Everyone in your organisation who has access to this app.
Steps
Step by step
- Connect → Customers.
- Open a customer to see deals and activities.
- Changes show in Sell and Books too — nothing is entered twice.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support