Changes

To update the record fill in any new details in the fields provided and then click on the Save Customer button. Note the Contacts Made, Appointments, Quotations and Tickets tabs, which are used for adding Contacts, Appointments, Quotes and Tickets respectively to this Customer record.

For further detail on each of these processes, click on the links above to view their dedicated articles.

Also note that there is an additional tab present for Active Products. Like the Tickets tab, this tab is unique to the Customer view and will not display when a contact is still in the Prospects phase of the CRM pipeline. This tab displays the total revenue stats for this Customer and provides a detailed report on all of the active Products/Services a customer has purchased, which can be viewed by clicking on the "View Existing Products" button.

====Reassign Customer====

Customers can be manually reassigned to other system users via the Ownership Details tab. Open the tab and click on the Current Prospect Owner field, a dropdown will appear displaying all active system users. Select the user that you would like to assign the record to from this dropdown and click on the Save Prospect button to confirm your choice.