Create CRM tasks from customer segments

Learn how to use AI voice-generated activities in Phocas CRM to quickly capture customer updates, meeting notes, and follow-up tasks. This tutorial shows you how to record an update, review and edit AI-generated activities, and add them to CRM from desktop or mobile.

Learn how to use CRM pipelines to track sales items through each stage of your sales process. This tutorial shows you how to navigate and filter pipelines, add and update items, move cards between stages, and record activities to keep your pipeline current and focused.

Discover how to make your customer segmentation more accurate by using threshold sets. Learn how to customise thresholds for different groups and ensure your insights reflect how each part of your business performs.

 

 

 

 

Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.