Inbox & leads
Customers and contacts
Keep people, history, and job context in one customer record.
- customers
- contacts
- crm
Customer list
Open Customers / Contacts to browse people linked to your account. Create a customer when you win work from an enquiry, or when you need a record before sending a quote.
What to store
Keep names, email, phone, addresses, and notes accurate — Review Engine emails, appointment confirms, and invoices all depend on good contact data.
History
A customer record is the hub for related appointments, documents, and conversation context. Prefer updating the existing person over creating duplicates with slightly different spellings.