Main Menu > Customers
Main Menu > Profile > Customers
Remember: Prospects are qualified leads and Clients are already doing business with you.
Please click on the button below to be redirected to our training video on the customer list:
This is a list of your current customers - all prospects and clients.
From left to right you will see:
A fish (if this is a client) or a hook (if this is a prospect)
The customer name
Classification
Pipeline Stage (in a coloured rectangle)
Any current open opportunity
Last contacted date. Red text means they are currently neglected
Which users do the customers belong to
Any tags that users have added to the customer (these are searchable)
The last button - 3 vertical dots - on the right is a button that gives you the option to:
View the details page
Assign users
Add a contact person
The orange shapes on the screen are Tags. Please click on the button below to learn more about what tags are:
By pressing the white arrow/triangle in the search bar, your filter menu will be visible & it will look something like this:
Please remember that the following fields will be customised to your organisation:
1. Classifications
2. Pipeline Stage
Click on the button below to learn more about the Filter menu