All entries
CRM
Clients — creating and editing recordsThe CRM module allows you to maintain a database of clients and contacts. The client file is a central place where you collect contact information, co...
Knowledge Base
Helplinks – contextual help for form fieldsHelplinks are small icons ? displayed in various places within the system — next to form fields, beside buttons, next to section headers, or in settin...
Forms
Form Builder — Creation and EditingThe form in Sugester is a tool for collecting data from customers — contact, reporting, or survey data. Below is a description of the fields available...
CRM
Contacts — people associated with the clientContacts are individuals associated with a customer record in the CRM — sales representatives, decision-makers, employees of the client’s company. A c...
CRM
Sales Opportunities — Deal ManagementSales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure. Nam...
CRM
CRM Statuses — Stages and LabelsCRM statuses are used to mark the stages of contacts, sales opportunities, and customers. You define your own statuses tailored to the sales process i...
CRM
CRM Notes — Contact HistoryCRM notes allow you to document the history of interactions with the client — phone calls, meetings, agreements, observations. Title The title of th...
WebChat
Widget WebChat — live chat configurationThe WebChat widget is a chat window embedded on your website. It allows customers to contact you in real-time without leaving the page. Name The nam...
WebChat
WebChat Response TemplatesResponse templates are pre-written texts that consultants can quickly insert during a chat conversation. They save time on repetitive questions. Name...
WebChat
WebChat Spaces — organizing conversationsSpaces are channels that organize WebChat conversations — for example, by topic, department, or project. Name The name of the space visible in the c...