Customers

filters

This field is required and can't be empty

Reset

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

This field is required and can't be empty

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Create New Customer

Contact Name

This field is required and can't be empty

Business Name

This field is required and can't be empty

Please enter a valid email

Contact Number

This field is required and can't be empty

Brand

This field is required and can't be empty

Status

This field is required and can't be empty

Notes

This field is required and can't be empty

New customer has been successfully added

Something went wrong!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Edit Customer Details

Profile

Activity

Vendor Logs

Contact Name

Please enter a valid email

Business Name

Please enter a valid email

This field is required and can't be empty

Contact Number

This field is required and can't be empty

Customer Value

This field is required and can't be empty

Status

This field is required and can't be empty

Notes

This field is required and can't be empty

Form Submission Data

Changes successfully applied!

Something went wrong!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Customer Activity Log

+ Add Cancel

This field is required and can't be empty

Comment

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Click "+Add" to add your first Customer Activity Record

Activity records help track calls, emails and comments for customers.

Logged on

Due on

{{Example comment body text that will be editable and deletable}}

Confirm Delete Comment

Delete

Vendor Name	Total Cost
{{vendor_name}}	{{vendor_total_cost}}
All Vendors	{{sum_of_total_cost}}

Fetching Items

Vendor

This field is required and can't be empty

Changes successfully applied!

Something went wrong!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Edit Cost Record

This field is required and can't be empty

Cost

Please enter a valid email

Hours / Units

Please enter a valid email

Notes

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Changes successfully applied!

Something went wrong!

Edit Comment

Comment

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Changes successfully applied!

Something went wrong!

Delete From Database

This action will permanently delete the customer from your database. You will not be able to recover lost information once deleted.

Changes successfully applied!

Something went wrong!

Delete Cost Record

This action will permanently delete the record from your database. You will not be able to recover lost information once deleted.

Delete Vendor from Customer

This action will permanently delete the record from your database. You will not be able to recover lost information once deleted.

Changes successfully applied!

Something went wrong!

Delete Comment

This action will permanently delete the record from your database. You will not be able to recover lost information once deleted.

Delete Comment

This action will permanently delete the record from your database. You will not be able to recover lost information once deleted.

Logs for

Vendor Summary

Total Cost:

Total Hours:

Total Units:

Project Notes

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Cost Record Log

+ Add Cancel

This field is required and can't be empty

Cost

Please enter a valid email

Hours / Units

Please enter a valid email

Notes

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Click "+Add" to add your first Cost Record

Cost records track labor, materials and other expenses associated with customers and vendors.

Cost

Cost:

Hours / Units:

Notes:

Comments Record Log

+ Add Cancel

Comment

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Click "+Add" to add your first Comment

Comment records are notes associated with customers and vendors.

Comment

{{Example comment body text that will be editable and deletable}}

Confirm Delete Comment

Delete

Edit Comment

This field is required and can't be empty

Comment

Please enter a valid email

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Changes successfully applied!

Something went wrong!

Customer Records help you track tasks, notes, and financial data of ongoing deals.

Customers can be created by converting a Lead Record or by clicking "+" symbol above.
Customer Actions help you track calls, emails and comments for both "To Do" and completed actions.
Customer records connect with Vendor records to organize costs and comments for clean reporting.
Customer records can be edited, archived and downloaded as a list or individual record.

Date	Contact Name	Business Name	Status	Email	Phone	Settings
{{date}}	{{contact_name}}	{{business_name}}	{{status}}	{{email}}	{{phone}}
{{date}}	{{contact_name}}	{{business_name}}	{{status}}	{{email}}	{{phone}}