Bling Bling CRM tutorial How to see the entire communication history with a customer

How to see the entire communication history with a customer

This tutorial provides a quick and simple demonstration of how to access the complete communication history with a specific customer within the Bling platform. By following these steps, users can efficiently review all interactions, including call recordings and text exchanges, to gain a comprehensive understanding of their communication with the customer.

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To view the entire communication history with a customer in Bling, follow these steps:

  1. Click on "Customers" to access the list of customers.
  2. Select the specific customer you want to review.
  3. Click on the "I" button to access the customer details.
  4. Choose "History" to view the complete communication history, including call recordings and text exchanges.
  5. If needed, you can download a recording by clicking on the three dots and selecting the "Download" option.

By utilizing this feature, users can gain valuable insights from past interactions and effectively manage their customer communication. For further assistance or inquiries, users are encouraged to contact Bling's support team, with a commitment to a prompt response within 24 hours.