Otto Business Help center

Help center

Customers & CRM

Your customer list, your pipeline and what you keep about each person.

  1. How to add or import customersAdd people one at a time, or bring the whole list from the system you used before.
  2. How to move customers through your pipelineChange a customer's stage from the list, or drag them on the Pipeline view.
  3. How to change your stages and customer fieldsName the stages customers move through and the extra details you keep about each one.