Insights: customer segmentation
2:30 min
While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.
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Analytics Add user-defined periods
Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.
4:55 min
CRM Add an activity in CRM
Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.
2:56 min
Platform Monitor your team's Phocas usage
Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.
1:33 min
CRM Manage contacts and leads in CRM
Learn how to create contacts and leads, keep details up to date and convert leads into contacts.
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