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 clients and prospects.
From left to right you will see:
Tags
Classification
Pipeline Stage
The Customer's name
Which Rep/s the Customer belongs to
The Current Opportunity (open deal value)
Last contacted date. Red text means they are currently neglected
The last button - 3 vertical dots - on the right is a button that gives you the option to:
View the details page
Assign reps
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 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. Class
2. Pipeline Stage
Click on the button below to learn more about the Filter menu