What’s the Difference?
- Company: A business you haven’t closed any deals with (yet).
- Customer: A business with at least one closed/won deal. This can also include businesses you worked with before using Pipeline.
Key Customer Fields: What to Watch
Two fields help you keep tabs on your customer relationships:- Is Customer: Shows if a company has been converted to a customer.
- Health Status: Offers a visual cue about the strength of your business relationship.
- Click on the Columns icon located in the upper right corner of the Company List View.
- Find them under the Customer Management field group.
Saved List Views: Find What Matters Fast
Want to quickly spot which companies are customers and which are still prospects? Here’s how to do it:
- Click the columns icon in the Company tab.
- In the Customer Management group field, enable “Is Customer”.
- Once you’ve added the column, filter by Yes/No and save your custom list.
- Save your list.
Visibility depends on your user role and account settings. If something looks off, check with your account administrator.
Quick Takeaways
- Use the Company tab to view both companies and customers.
- Saved list views make sorting and filtering a breeze.
- Key fields like Is Customer and Health Status keep you informed.
- If you’re ever unsure about visibility, your account administrator is your go-to.