Overview
The Customers area manages your external customer relationships and the sales pipeline from first contact through to fulfilled order. It tracks not just transactions but ongoing service relationships — including adoption signals, satisfaction, and friction points.
Key Concepts
- Accounts — Organizations or individuals you have a commercial relationship with. An account can have multiple contacts, opportunities, and orders.
- Pipeline Stages — The journey from a lead to a closed sale: Lead → Opportunity → Quote → Sales Order. Each stage has its own data and actions.
- Engagements — Logged interactions with a customer: calls, emails, meetings, support events. These build the relationship history used for context and reporting.
- Adoption Rate — A measure of how actively a customer is using the products or services they’ve purchased. Low adoption is a friction or churn risk signal.
What You Can Do
- View and manage customer accounts, contacts, and their associated history
- Track opportunities through the pipeline from lead to closed order
- Create and send quotes, then convert them to sales orders
- Log engagements and review a customer’s full interaction history
- Monitor adoption rates and satisfaction signals to identify at-risk accounts