Customer records and follow-up
Keep customer identity, conversation context, ownership and next action in one tenant-isolated record.
- Who uses it
- All users
- Guide depth
- 3 steps
- Content reviewed
- 2026-07-22
What this helps you achieve
The practical result of following this guide, with the current product boundaries kept visible.
Search before creating
An existing customer is reused when a match exists.
Record reliable details
The record contains useful, supportable information.
Set owner and next action
The customer record has an accountable next step.
Before you start
- Customer access permission
Steps
Search before creating
Search by name, email or phone before adding a customer. This reduces duplicate records and split conversation history.
Expected result: An existing customer is reused when a match exists.
Record reliable details
Save only verified contact details and business-relevant notes. Avoid copying passwords, payment credentials or unnecessary sensitive data.
Expected result: The record contains useful, supportable information.
Set owner and next action
Assign an owner and record the next follow-up date or task instead of relying on memory.
Expected result: The customer record has an accountable next step.