GERENCIEE HELP CENTER
Customers
Step-by-step guidance for your Gerenciee workspace. Available options may vary by account and plan.
Overview
Maintain contact information, notes and related commercial records in one place.
How to use it
- Sign in to your Gerenciee workspace.
- Open Customers from the navigation.
- Create a customer, add contact details, and open the customer record before creating a quote.
- Review your changes before saving or sending.
Need more help?
Contact our team for onboarding and troubleshooting. Please do not send passwords or sensitive financial information by email.
Contact support