CRM start

Introduction

In My Customers, you can always search for customers and contacts.

Description

Under My Customers, you can search the customer database and view the results grouped by customers and contacts.

The page will display a status for you and the company, allowing you to view e.g. your own (and the total) number of customers and events.

Report view

  • Enter search terms and select whether to search all data or just your own.

Special remarks

Clicking the individual numbers in the overview shows you a detailed description of what the numbers stand for.

Last updated 21 Jun 2023