Customers

Create a customer record Add a person or lead to Customer Hub with clean contact details, owner, lifecycle stage, lists, and follow-up context. ›

Use company records and relationships Track companies, connected people, websites, opportunities, and relationship context without losing person-level follow-up. ›

CRM Setup Fields, layouts, saved views, imports, duplicates, and permissions. 9 pages › Customer 360 Customer history, activity, timeline, notes, tasks, money, and plugin data. 7 pages › Inbox Mailbox connection, customer email context, and thread review. 4 pages › Pipeline Opportunities, companies, stages, and revenue follow-up. 3 pages ›