Sales / 03 OF 08
Pick up where the last order left off.
When a customer calls back, find the shop, the right contact and the work you did together. Start with the name, email or phone number you have.
WORKSPACE VIEW1 SCREEN
Customer directory · example recordsFIG. 01
Northstar Coffee Co. and Harbor Hospitality Group each have a primary contact in this sample directory. Search across customers and contacts, then open the account to review its quotes and orders.
Enlarge image ↗IN THE SHOP
How the team uses it.
- 01
Find the account
Search by company, contact, email or phone. Filter the directory by status.
- 02
Check past work
Use the customer’s order history to identify the job they mean when they ask for the same piece again.
- 03
Follow the relationship
Keep active quotes and booked work visible in the context of that customer.
EARLY ACCESS