Managing Customers
Find, filter and look after your customers in the Portfolio workspace.
Go to Customers > Portfolio Workspace.
Tabs
All Customers, Active, Inactive (60+ Days), At Risk, Overdue Invoices, New This Month and Churned.
Work in Bulk
Tick customers to Assign Account Manager, Set Tier, Add Tag or Prepare Campaign Audience.
The Customer Record
Tabs: Overview, Activity and History, Emails, Orders and Invoices, Contacts, Campaigns and Surveys, Onboarding, Requirements and Files and Notes.
Health Score
Each customer gets a band (Excellent, Good, Warning or Critical) from recent contact, campaign engagement, survey scores, complaints, order recency and frequency, and payment record. It's calculated nightly, so a new customer may show "Not enough data" at first.
Onboarding
On the Onboarding tab, pick a template and click Start Onboarding to create the customer's onboarding board.