Getting started for sales associates

Welcome to Lychee. As a sales associate, this is where you keep track of the customers you work with and everything you do for them — so nothing slips, follow-ups are easy, and every interaction adds to a fuller picture of each customer.

Start with whatever you need — you don’t have to read these in order.

The everyday basics

• Add your customers. Every relationship starts with a customer record — see How to add a customer.
• Record your interactions. Log the products you show and how customers react, so they’re remembered and shape what you do next — see How to record a presentation.

More guides will land here as we go.

What you can see and do

Your access to Lychee is set by permissions, and they vary from person to person — so a guide might describe something you don’t see. If that happens, you may not have that permission yet; ask your admin.