Companies and customers share the same Companies tab. Use list views to tell them apart.
The two fields to add
Field
What it shows
Is Customer
Whether the company has been converted to a customer
Health Status
How strong the relationship is — Poor, Fair, or Good
Both live in the Customer Management field group.
Build a customers-only view
- Go to the Companies tab.
- Click the Columns icon in the upper right corner.
- Under Customer Management, enable Is Customer.
- Click the Is Customer column header and filter to Yes.
- Click Save as new list and give it a name.
Filter to No instead and you have the mirror image: everyone you're still prospecting.
Switch between saved views
Your saved lists appear in the list view selector in the top left corner of the Companies tab. Click it to switch between them.
What you see in any list view depends on your user role and your account's visibility settings. If a company you expect is missing, check with your account administrator.
Need help? Contact support at customercare@pipelinecrm.com.