Getting started

Welcome to Lychee. As a sales associate, you use Lychee to keep a record of the customers that you work with. You also record everything that you do for them. Lychee helps you miss nothing and makes follow-ups easy. Each interaction adds to a more complete picture of each customer.

Start with the guide that you need. You do not have to read these guides in order.

The everyday basics

• Add your customers. Each relationship starts with a customer record. See How to add a customer.
• Record your interactions. Record the products that you show and how customers react to them. Lychee keeps this information, and it helps you decide what to do next. See How to record a presentation.
• Track who wants the hard-to-get pieces. When a customer wants a limited or highly sought-after piece, record their interest. Then you know who asks for that piece. See How to record an interest.
• Do your follow-ups on time. Lychee assigns tasks to you so that you miss nothing. This is especially important when a piece that a customer wanted arrives. See Work your tasks.

We will add more guides here over time.

What you can see and do

Permissions control your access to Lychee. Permissions are different for each person. Thus, a guide may describe something that you do not see. If this occurs, you may not have that permission yet. Ask your administrator.