BusinessStub Start with the right customer
Open Customers and search before creating a new record. Review the person or business and their contact details. If two records look similar, check the details before changing them.
Read the connected work
Review the linked conversations and activities so you know what has already happened. Keep customer-facing messages in the appropriate conversation and private working context in internal notes.
Make the next action specific
Add a follow-up task when work remains. State what needs doing, who is responsible, and when it is due. For example: “Call to confirm the installation date on Thursday.” Complete or update the task when the next step changes.
Need a hand?
For a setup or access issue, include your business name, the page, and the message you see when contacting BusinessStub. Keep passwords and private customer details out of community posts.
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