A company's page (Customer 360)
A company's page brings together everything about one customer: who they are, the people you deal with, deals, quotes, subscriptions, invoices, every call and note, and files.
The top of the page
- The company's type and tags. Type in Add a tag to tag it; select × on a tag to remove it.
- The key numbers: Open pipeline, Weighted, open and overdue Follow-ups, Last activity, and, when your role includes them, MRR and Outstanding.
- The Primary contact with call and e-mail buttons.
- More details shows the salesperson, who referred the customer, the phone and the website.
The buttons
- Log activity: record a call, meeting or note with this company.
- Briefing: a one-page summary to read before a meeting.
- Send material: e-mail a brochure or other brand material.
- Generate statement: a PDF of what the customer owes (finance roles).
- Edit: change the company's details in the same form you used to add it. Select Save changes.
- Delete: moves the company, with its contacts, opportunities, activities and follow-ups, to the recycle bin. An administrator can restore it from there.
You only see the buttons your role allows.
The tabs
- Timeline: everything that happened with the customer, newest first.
- Contacts: the people at the company. Add contact adds one already linked to it.
- Material sent: brand material e-mailed to the company.
- Opportunities, Quotes and Subscriptions: its deals, quotes (with every revision) and contracts.
- Invoices (or Invoices & payments): its invoices, payments and statements.
- Activities and Follow-Ups: calls, meetings and notes; promised next steps.
- Files: documents attached to the company.
- Notes: the company's notes. Add note logs a note as an activity.
- Details: address, billing, tax exemption, your company's own fields, and who added and changed the record.
- History: every change to the record, who made it and when.
The tab you choose is in the page's address, so a link you send opens on the same tab.