Meet the Help Center - Your Instant Support Sidekick! Released: March 18, 2025
Just Launched: Add Customer Phone Numbers
keep your electrification projects connected and on track.
Released: March 21, 2025
No more lost contacts or missed calls - just streamlined communication to help you close deals faster
What's it got:
- Save Time: Update phone numbers instantly without leaving an opportunity.
- Close More Deals: Stay in touch with customers when it matters most.
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Capture Leads Easily: Use the embedded API form to collect phone numbers from your website, syncing them to your dashboard.
Updating a customer’s phone number is a breeze::
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Click the Edit Customer icon in the top-right corner of your screen.
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In the popup, Enter the Phone Number and click Update to save.
- We’re taking it a step further - phone numbers can now also be captured directly through our embedded forms, powered by our API.
The feature is live now for all users!
Got feedback? We're all ears.