Customers
A customer is someone you are already doing business with, the natural next stage after a lead becomes a won deal.
#What it is
Customer records carry forward into Projects, Finance, and Support, so delivery and service work from the same relationship.
#Key capabilities
- Distinguish active customers from leads
- Carry the record into delivery and billing
- See support and project history in one place
- Report on your customer base
#How to use it
1
Win the deal
A won deal marks the contact as a customer.
2
Hand off to delivery
Projects and Finance pick up the record.
3
Serve and retain
Support history builds on the same record.
Tip
Because customer records are shared, your support and finance teams always see the same accurate picture.
#Related AI departments
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