Layer Systems

Information on how you can receive a daily activity summary for a given customer

Monitoring a customer record with Subscriptions

How to view a record of saves made to an asset

Easily merge lead or customer records to streamline your database and handle duplicates efficiently.

A tool is provided to assist with the cancellation process

Information on uploading files to a record

How to place a customer on hold, with the option to place restrictions on any new deals

How to add warnings and notifications to customer accounts

Information on what is stored in each record type

Information on setting customer credit limits, and how the credit limit is used

This feature helps keep track of inactive leads and customers

You can send email notifications as part of a note

The File Manager in The Layer offers a user-friendly interface to upload, manage, and organize files across different folders and categories

A collection of articles relating to customer records

Find answers and get help from Intercom Support and Community Experts

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