Customer Center and 360° view

Purpose

Bring customer records together and review relationships without duplicating customers or assuming unrestricted access to history.

Step by step#

1. 1

   Open Customer Center and use New Customer / Create Customer.

2. 2

   Select the person type and complete the fields requested by the form; check the identification document and contacts.

3. 3

   Save and locate the record using search and segment/status filters.

4. 4

   Open the 360° view and review linked records in the modules you can access.

5. 5

   Review the record's contacts and details before sending proposals or messages.

6. 6

   To import CRM/Tasks/Projects/Customers, use account menu → Manage Data → Import; review duplicates and the result.

7. 7

   Use Automations in Customers when authorized, defining the trigger and available actions; do not confuse a customer record with a campaign.