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How to suggest a boat to a customer?

You have found some boats that would be the perfect match to your client’s needs? Learn how to suggest a boat to a customer. If you are looking for “how to message a client”, click here

1. Select your client

In your Acquisition tab, select the client you want to suggest a boat. Remember, we just added Jack Jones at the previous “How to“. 

Let’s suggest him a boat. To start, click on “Suggest boats”

2. Find his boat

Once you clicked, you land on your WavySys search tool. You can use filters and a map to help you in your recommendation process. Once you have found one of your boats that you think would fit Jack Jones, click on “suggest”. 

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3. Confirm

Now, you just need to click on “Confirm” to finalize it.

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You should get a confirmation message:

You will notice that your customers moved from the “Leads” collumn to the “Messaging” one:

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Find out more about WavySys CRM by reading our latest articles on the topic!

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