Related Articles
How do I export customer contact details from the database?
To export customer contact details, simply go to 'CRM' tab on the panel; and click on 'Export Customers' to download the details in a .csv format.
I need to make a bank transfer. Where can I see the details?
One of the payments methods accepted by Knowlarity is bank transfer. You can now pay for a new subscription, renewal, credit recharge, post-paid billing etc via NEFT/RTGS/IMPS transfers. Here are the bank details for your benefit: Company Name: ...
How does the HubSpot Integration works ?
Once integrated, this integration works like: A new caller is identified uniquely by the phone field of Contact in a Hubspot account. For a new caller calling on SR Number(SuperReceptionist Virtual Number) integrated with Hubspot, a Contact is ...
Can I edit customer details ?
Yes, you can edit the customer details in your app. To update a customer details, you can follow the steps mentioned below: Click on a particular contacts from any of the following screens: Scheduled, Calls and Contact. The contact details page ...
How do I add a contact?
All the contacts that you have added through the web app will be auto-synced in your Mobile app. You can add a new contact from mobile app as well. The contacts that you add via app will be synced in your web app. Below are the steps explaining ...