Quick Overview of where to find customer information within contact card:
- Click into a card
- Click the user icon- all of your CRM info is placed here. No need to jump back and forth between your CRM and hatch!
- Click the notes icon- you can take notes about the customer so when you jump back in a card it was like you have been there the entire time!
- Reminder icon- helps to keep you and your board organized- helps with when to reach back out to customers
- Price tag- track those sales!
- Switching between columns- move your customers through the sales funnel!
- Move to contacts to clean your board and opt out if they really don’t want to be contacted ever again. ;)