Lesson 70 · Customer success
Where is the full customer context?
People, companies and the work attached to each record.
You’ll be able to
- Find the customer history in one place
- Connect notes, tasks and email to a record
- Keep company context and fields consistent
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Transcript
You can now find the full customer context on a person or company page, from activity and notes to tasks, email and custom properties.
Open People in CRM. All people lists your contacts. Search by name, email or company, then open the person you want.
The person page connects their identity to a company. Activity brings meetings, calls and customer signals into one timeline. Use its filters to find the evidence you need.
Open Notes for the context your team adds by hand. Keep useful decisions and account details here so the next person can pick up the conversation.
Tasks shows the commitments linked to this person. Check the next step, priority, due date and assignee before you start another follow-up.
Emails shows the messages linked to the record. The Email action opens a new message when your account supports it. Read the latest thread before writing.
Open the linked company to see the whole account. The company page brings its team members, account owner and activity together.
Custom properties holds the fields your workspace tracks. Add field uses an existing field. Create field defines a new one. Check the company and its domain before adding another record.
To clean up duplicates, select two companies and open Merge Companies. Choose the company to keep, then pick the name and domain. Confirm Merge previews the result. Cancel Merge leaves both records unchanged.
Next up, workspace stats.
