Pixie CRM guide collection
Customers and contacts
Create and maintain accurate customer records, contacts, addresses, ownership and portal access.
Create a customer
Practical Pixie CRM instructions for create a customer, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideEdit customer profile and account information
A clear Pixie CRM walkthrough for edit customer profile and account information, with the screen path, field checks and post-save verification.
Open guide →GuideAdd and manage customer contacts
Use this Pixie CRM guide to add and manage customer contacts. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideConfigure customer contact permissions
Practical Pixie CRM instructions for configure customer contact permissions, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideManage customer billing and shipping addresses
Practical Pixie CRM instructions for manage customer billing and shipping addresses, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUse customer groups
Use this Pixie CRM guide to use customer groups. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideAssign staff members to customers
A clear Pixie CRM walkthrough for assign staff members to customers, with the screen path, field checks and post-save verification.
Open guide →GuideUpload and share customer files
A clear Pixie CRM walkthrough for upload and share customer files, with the screen path, field checks and post-save verification.
Open guide →GuideAdd notes and reminders to a customer
Practical Pixie CRM instructions for add notes and reminders to a customer, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideImport customers and contacts
Import customers and contacts in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideDeactivate or delete a customer safely
Deactivate or delete a customer safely in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
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