Customer 360

Understand Customer 360 Use Customer 360 to see customer profile details, timeline activity, notes, tasks, inbox context, pipeline work, money history, and connected plugin data. › Add notes and files to a customer Attach internal notes, customer files, and supporting context to a Customer 360 record so follow-up stays in one place. › Filter the customer timeline Filter Customer 360 activity to find notes, tasks, emails, forms, journeys, payments, bookings, and plugin events faster. › Review customer money history Review invoices, quotes, payments, credits, refunds, and open balances from Customer 360 before financial follow-up. › Use customer activity for follow-up Turn timeline activity from forms, inbox, journeys, payments, bookings, and tasks into practical follow-up work. › Create customer tasks and reminders Create, assign, snooze, complete, and review tasks from Customer 360 so follow-up does not fall through the cracks. › Use the Customer Hub Today view Start each day from a focused customer work queue for tasks, alerts, inbox items, and follow-up. ›