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Customers & follow-upGrowth
Customer 360
Drawer-style customer profile with full activity, appointment count, call count, and value signals.
What this page is for
Use for a single customer overview.
How to set it up
- 1Capture calls, leads, or appointments.
- 2Open a customer from the list.
- 3Review latest activity before staff action.
Demo workflow
Customer 360 workflow demo
A workspace user opens Customer 360 and needs to understand what action to take.
1
Open the page
Go to Customer 360 from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.