Company vs. Customer: Whatâs the Difference?
- Company:
A company record in Pipeline CRM represents any business or organization youâre trackingâwhether youâre just starting a conversation or have an ongoing relationship. Companies may or may not have closed deals with you yet. - Customer:
A customer is a company that has successfully closed a deal with you. Converting a company into a customer unlocks additional features, like tracking the health of your relationship, managing key contacts, and setting business milestones. In short, all customers are companies, but not all companies are customers.
Why convert?
Converting unlocks customer-specific features, such as tracking business health and setting important milestones.
For more information on how to manage customers, click here.
Converting a Company to a Customer
Ready to convert a company record? Hereâs how to convert it into a customer:- Go to the company profile page of the record you want to convert.
- Click the âActionsâ button in the upper right corner.
- Select âConvert to Customerâ from the dropdown menu.
Bulk Conversion: Turn Multiple Companies into Customers
If you have several companies that are already regular clients, save time by converting them in bulk:
- Navigate to the Companies tab in the main menu.
- Check the boxes next to each company you want to convert.
- As soon as you select a record, a âConvert to customerâ bulk action button will appear.
- Click âConvert to customerâ.
- A confirmation window will display the number of records that will be converted. Already-converted customers will be skipped.
- Click âConvertâ to start the process.
- Youâll see a notification confirming the conversion in the bottom left corner.
Pro Tip:
- Filter companies by the âHas Dealsâ column to quickly find those with previous wins.
- On the Grow plan, use the âWon Dealsâ column for more specific filtering.
Adding a New Customer Directly
Skip the extra stepsâadd a new customer in one go:- Click the â+â icon in the top navigation.
- Select âCompanyâ from the dropdown.
- In the modal, click the âCustomerâ button to specify the new record as a customer.
- Fill in the required fields and click âSaveâ.
- A notification will confirm the addition.
Reverting a Customer to a Company
Need to switch a customer back to a company record? Itâs simple:From the Customer Profile Page
- Go to the customer profile.
- Click the Actions button.
- Select âRevert Customerâ from the dropdown.
- Pipeline will process and refresh the pageâyour customer is now a company.
- Note: Milestones, key contacts, and health status details will not be saved.
From the Companies List View
- Go to the Companies tab.
- Check the boxes next to the records you want to revert.
- Open the More bulk action menu and select âRevert Customerâ.
- Confirm the number of records and review what information will be deleted.
- Click âRevertâ to complete the process.
- A notification will appear confirming the update.
- Convert companies to customers to unlock advanced relationship management features.
- Use bulk actions and filters to save time and keep your records organized.
- Add new customers directly for a streamlined workflow.
- Revert customers if business relationships changeâjust be aware of what information will be lost.