Manage customer profiles

Keep every contact, deal, and note about a customer in one place.

Your customer profiles are the hub for all information about a contact — their deals, interactions, and history. Opening a profile gives you everything you need to understand where the relationship stands and what to do next.

1

Open Customers in the sidebar.

Open Customers in the sidebar.

The Customers section is your central directory for all contacts you work with.

2

Select a customer to open their profile.

Select a customer to open their profile.

 

3

One profile holds contacts, open deals, and the full activity timeline.

The profile gathers contacts, open deals, and the full activity timeline.

This unified view means you never have to hunt across multiple screens to see the full picture of a customer.

4

Edit any detail inline — changes sync to the whole team at once.

Edit any detail inline — changes sync for the whole team immediately.

 

Your team sees updates instantly, so everyone stays on the same page.

 

What's next

With a customer profile open, you're ready to log interactions, update deal status, or add notes that keep your team aligned on next steps.

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