Customers & contacts
A customer is a record for a person or organization you work with — a client, a lead, a partner. Each customer holds the basics (their name and organization) plus the contact details you need to reach them. The CRM keeps all of your customers in one searchable table so the whole team is always looking at the same, up-to-date list.
Creating a customer
Section titled “Creating a customer”- Open the CRM from the left navigation.
- Click New Customer.
- Fill in the details — first name, last name, and the organization they belong to.
- Save. Your new customer appears at the top of the list.
Contact details
Section titled “Contact details”Each customer can hold contact information — things like email addresses and phone numbers. Every contact detail has a kind (for example, email or phone), so it’s clear how to reach someone and which channel to use.
Keeping these current means anyone on your team can pick up a conversation without hunting for the right address.
Finding customers
Section titled “Finding customers”The customer list is built for quick lookups:
- Search by name — start typing and the list narrows to matches.
- Filter by when they were added — show everyone, or just those created in the last 7, 30, or 90 days. Handy for reviewing recent leads.
The list is paginated, so large customer bases stay fast and easy to scan.
The customer detail panel
Section titled “The customer detail panel”Click any customer to open their detail panel on the right. It has two tabs:
| Tab | What you’ll find |
|---|---|
| Info | The customer’s details and contact information — edit them here. |
| Interactions | The history of your communications with this customer. See Interactions. |
From this panel you can edit the customer’s details or delete the record (you’ll be asked to confirm, since deleting removes their history too).