In CreamSoda, a "Person" represents individuals with whom you’ve built a relationship, such as patients, clients, or leads—individuals who could potentially become active customers. Adding a Person Record Adding people is simple and effici ...
In CreamSoda, Person records are at the heart of your daily business interactions, storing essential information such as mobile numbers, alternate phone numbers, email addresses, and more. This comprehensive data capture ensures that your CRM has a lastin ...
When you delete a Person record in CreamSoda, it is permanently removed from your list, meaning that this individual no longer appears in your directory of contacts or clients. There are multiple methods available for deleting a Person record within Crea ...
CreamSoda CRM allows you to update resources such as Persons, Companies, or Deals in bulk. This feature enables you to modify field-level information, ownership, visibility, and manage tags for multiple records simultaneously. For optimal performance, we ...
CreamSoda offers a powerful system for managing key business resources like Persons or Companies. Two essential features of this system are ownership assignment and visibility control, which help your team effectively m ...
In CreamSoda, a Company represents an organization, account, or business entity you engage with, serving as a hub for managing relationships at the organizational level. This feature is essential for practices and businesses that work with comp ...
Adding a Company in CreamSoda is essential for establishing and managing your business relationships. It helps organize your contacts and streamlines your operations. Here’s a step-by-step guide on how to add a Company, along with the significance o ...