Organize customer follow-ups with CRM fields

Customer Manager combines a customer directory with follow-up fields. Search for the customer you need. Read Details fills in balances, notes, and contact properties for a deeper review.

In the edit dialog, choose the fields to update. Here we set an active customer stage, an owner, a watch status, and an October twentieth review. Apply Updates saves the selected fields.

Use Filters to narrow the directory by customer health and the next-touch date. That gives your team a focused list of customer follow-ups to work through.