Customers and deals
Keep track of your customers, contacts, deals and pipelines.
26 articles
- How do I sign in to my team app?Sign in on Alori with Google, Microsoft or your email. Your team app opens at your business's own address, already signed 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 find anything in your account, notes and meetings included.
- 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 at the top, beside the search, 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?Click + Tag under a customer's name, tick customers in the list and click Tag, or ask Alori. A new tag is made on the spot. Click the × on a tag to take it off.
- 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 contacts 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, name the deal, 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 the pipeline's name › Manage pipelines, pick a pipeline, choose Lead or Deal, change its 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 the pipeline's name › Manage pipelines › 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.
- How do I add a file to Ask Alori?Click + under the Ask Alori box, pick a picture, PDF, Word or text file (.md too), then ask your question.
- How do I choose and reorder what's in my menu?Click Customize menu at the bottom of the left menu. Untick what you don't use and drag sections and pages into your order. Only your menu changes.
- How do I filter and save views of deals, customers and companies?Above the list, pick a quick filter like Owner or Create date, add others with +, then click Save as a view. The view becomes a tab the whole team sees.
- How do I find and reopen my past Ask Alori chats?Click the clock in Ask Alori to see Past chats. Click one to pick up where you left off, or rename or delete it.
- What does my dashboard show, and how do I change it?The Dashboard shows what waits on you today in widgets. Click Customize to hide, show or reorder them; each person has their own.