Clients, deals and tasks
Client cards, importing clients, the waiting list, the deals board, pipelines and tasks.
7 articles · 7 videos
Customers and the customer cardHow to work with Customers in Solwees: finding a client, the card with channels and Start chat, details, the visit history from your CRM with the average per visit, tags and team notes.1:19
Importing clients: from a CSV file or from your CRMHow to bring your client base into Solwees: upload a CSV file with names, phones and emails, or pull clients with their visit history from a connected Altegio. Clients with the same phone are updated, never duplicated.0:57
Waiting list: the assistant offers a freed-up time by itselfHow the waiting list works in Solwees: the assistant adds clients when the time they want is taken, and with AI auto-rebooking on it offers them a freed-up time by itself.0:54
Deals: the boardHow to work with the deals board in Solwees: switch pipelines, add a quick deal, drag cards between stages, find overdue deals and view them as a list.1:28
The deal card: stage, fields, activities and chat in one placeHow to work with a deal card in the Solwees CRM: move the deal to another stage, change the amount and your own fields, plan an activity, leave a note, message the client, open the chat and close the deal as won or lost.1:15
Pipelines and automation: stages, rules and who gets the dealsHow to set up pipelines in Solwees: deal stages, the main pipeline, the rules that move a deal to the right stage on their own, and who gets new deals.1:27
Tasks: due dates, assignees and remindersHow to set tasks for your team in Solwees: add a task in one line, pick the due time and the assignee, get a reminder in the dashboard and in Telegram, snooze or complete a task.1:11
Still need help?
Ask Sola in your dashboard
The assistant button in the corner of any dashboard page knows every setting and shows you where it is.
Open the dashboard