Customers and deals
Keep track of your customers, contacts, deals and pipelines.
21 articles
- How do I sign in to my team app?Open your app's address ending in /app, then click Continue with Google or type the email and password of your team account and click Sign in.
- How do I find anything fast?Click Search at the top of your team app, or press ⌘K (Ctrl K on Windows). Type a few letters to create something, go to a page or open a record.
- How do notifications work, and how do I choose them?The bell at the top shows mentions, tasks and conversations given to you. Click My notifications to get them in the app, by email, or both.
- What can Ask Alori do in my team app?Ask Alori finds, adds and changes your customers, companies and deals when you ask in plain words. Click Ask Alori in the menu or press ⌘J.
- How do I add a customer?On Customers, click New customer, type a name and a phone or email, then click Add the customer. The rest can wait.
- How do I find a customer?On Customers, type a name, phone or email in the search box. Use the status menu, the tag filter or the cards at the top to narrow the list.
- How do I edit a customer's details?Open the customer and click the value you want to change, right where it shows. Type, then press Enter or click away. It saves on its own.
- How do I log a call, visit or note?Open the customer, click the Activity tab, pick Note, Call or Visit, write what happened, then click Add the note or Add.
- How do I use tags?On Customers, tick customers, click Tag and pick or type a tag. Use Filter by tag to see only those customers. Rename or delete tags in Settings.
- How do I archive or delete a customer?Open the customer, click ⋯ (More actions), then Archive to hide them from the list, or Delete customer… to remove them for good.
- How do I merge duplicate customers?On Customers, click Merge customers, pick the 2 records of the same person, click Continue, choose which one to keep, then click Merge.
- How do I add contact people to a customer?Open the customer, click the People tab, then Add contact. Type their name, role, phone and email, then click Save.
- How do I manage companies?Open Companies to add a company, see its people and deals, and merge or delete it. A customer joins a company when you type it in their Company line.
- How does the deals board work?Each column of the Deals board is a stage. Drag a card to the next column as the sale moves forward, and click a card to open the deal.
- How do I add a deal?On Deals, click New deal, pick the customer, say what they're asking for, then click Create the deal. It starts at the pipeline's first stage.
- How do I win, lose or move a deal?Drag the deal's card to another column, or open the deal and pick its stage. Won lets you plan the job; Lost asks why.
- How do I set up pipelines and stages?On Deals, click Edit pipeline to rename, reorder, add or remove stages, then Save. Click New pipeline to add another one.
- How do I send website, Zapier or Google Ads leads into Alori?On Deals, click Connect leads. Paste the Lead link in Zapier, Make, Google Ads or your form tool, or forward form emails to the Lead email.
- How do I add products and recurring revenue to a deal?Open the deal, click Add line items in the Money card, add your lines and how often each is billed, then click Save. Alori adds up MRR, ARR and first year.
- How do I choose what shows on the deal page?On a deal's page, click the sliders button on a card, tick the fields to show and drag them into order. Drag the cards to reorder them.
- How do I merge duplicate deals?Open the deal to keep, click Merge deals, search the duplicate and click it. Its customers, companies and tasks move over, then it goes away.