The inbox
The customer record
What Connver keeps about every person who writes to your business, and what it is for when someone else on the team takes over.
Updated · 1 min read
Every person who writes to your business has a record, and it lives next to the conversation.
What it keeps
- What they asked and when they first wrote.
- What you quoted them and at what price.
- What they bought and what was agreed.
- Any notes your team has left.
What it is for
So that handover costs nothing. Whoever picks up the conversation on Monday sees what the person who handled it on Friday saw, without asking again what the customer already answered.
Personal data
What is kept is what is needed to handle the conversation. How that data is treated is set out in the privacy policy.