Customers
5 articles
Managing Customer DuplicatesHow to manage duplicate customers and avoid future duplicates.
Customer Status OverviewThis article explains Bboss customer statuses and their lifecycle from prospect to historic, with configurable timelines.
Quoted ProspectExplore the 'Quoted Prospect Customer' status in bboss, a system for tracking and converting quoted customers with incentives.
HistoricExplore the 'Historic Customer' status in bboss, a system for tracking and reviving Historic customers with incentives.
LapsedExplore the 'Lapsed Customer' status in bboss, a system for tracking and reviving Lapsed customers with incentives.