Noted

Client tags provide a powerful tracking tool for your organisation

Managing client tags

Accurately record the reason a client changes between active and inactive states

Specify what client information is required

Customise and manage what your users see on their screens

Customise the content of your invitation to clients

Customise the relationship types for your organisation

Manage when client notification emails for appointments get sent

Assign tracking forms to Teams and reduce clutter for users

Track the work being done with clients towards predetermined outcomes

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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