Preserve context in every conversation
Start conversations from the company and keep communication close to the commercial record.
What you'll learn
How preserve context in every conversation works inside Perfour.
What information you need and how it stays connected to Clients.
How to preserve traceability and find the record later.
How to complete client communication
- 01
Understand the objective
Clients centralizes each commercial counterparty and connects it with contacts, projects and communication. This guide focuses on preserve context in every conversation.
- 02
Prepare client communication
Record company or legal name, contact details, owners and the information required to identify the company correctly.
- 03
Complete the workflow in Perfour
Create or update the company, add its contacts and use the same record when connecting projects or starting a conversation. Conversation preserves commercial context.
- 04
Review relationships and traceability
The client connects with projects, organizations and conversations, creating a shared relationship view. Avoid duplicates, confirm the primary contact and keep email, phone and responsibility current.
Frequently asked questions
What is client communication and what is it for?+
Clients centralizes each commercial counterparty and connects it with contacts, projects and communication.
What information do I need to preserve context in every conversation?+
Record company or legal name, contact details, owners and the information required to identify the company correctly.
How is this process completed in Perfour?+
Create or update the company, add its contacts and use the same record when connecting projects or starting a conversation. Conversation preserves commercial context.
Which other modules does it connect with?+
The client connects with projects, organizations and conversations, creating a shared relationship view.
What should I check before considering it complete?+
Avoid duplicates, confirm the primary contact and keep email, phone and responsibility current.