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Bringing customer context into Front with contacts and accounts

course
Bringing customer context into Front with contacts and accounts

About the Course

Context is key when speaking to customers, so Front brings your customer information right alongside your conversations. In this course, you’ll learn how to leverage your customer information to automate workflows and respond with care using the most relevant information. Sounds like a great way to impress customers 😄

Course Instructor

Helena Li
Helena Li
Product Education Manager
Not started
Enroll
Course Outline
  1. What are contacts and accounts?
    1. Overview
    2. Contacts contain individual information
    3. Accounts contain company information
  2. Custom fields tailored to your business
    1. Set up custom fields for key business information
  3. Import contacts and accounts
    1. Upload your contacts
    2. Upload your accounts
    3. Sync your CRM
    4. Automatically create contacts
  4. Contact details plugin for context at-a-glance
    1. See customer information alongside your messages
  5. Workflows using contacts and accounts
    1. Automatically route messages and respond with context
    2. More workflows
  6. Quiz
    1. Check your understanding
  7. Feedback
    1. What did you think of this course?
Bringing customer context into Front with contacts and accounts

About the Course

Context is key when speaking to customers, so Front brings your customer information right alongside your conversations. In this course, you’ll learn how to leverage your customer information to automate workflows and respond with care using the most relevant information. Sounds like a great way to impress customers 😄

Not started
Enroll
Course Outline
  1. What are contacts and accounts?
    1. Overview
    2. Contacts contain individual information
    3. Accounts contain company information
  2. Custom fields tailored to your business
    1. Set up custom fields for key business information
  3. Import contacts and accounts
    1. Upload your contacts
    2. Upload your accounts
    3. Sync your CRM
    4. Automatically create contacts
  4. Contact details plugin for context at-a-glance
    1. See customer information alongside your messages
  5. Workflows using contacts and accounts
    1. Automatically route messages and respond with context
    2. More workflows
  6. Quiz
    1. Check your understanding
  7. Feedback
    1. What did you think of this course?

Course Instructor

Helena Li
Helena Li
Product Education Manager
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