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All collections
Know your customers
Know your customers
Contacts, companies, segments and feedback — what Gleap stores about the people who write to you.
What Gleap knows about a contact
Send your own attributes and events
Group contacts into companies
What Kai remembers about a contact
Save a segment as a custom list
Import and export contacts
Collect feature requests and run a roadmap
Set up and brand the feedback portal
CRM Pipelines
What pipelines are for
Create a pipeline
Add records to a pipeline
Work a pipeline: board, table and the entry panel
Add fields to a pipeline
Change the stages of a pipeline
Automate a pipeline
Who can see and change a pipeline
Link a ticket to a pipeline entry
