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Customers & follow-upGrowth
Customers
Customer timeline with calls, appointments, leads, notifications, handoff tasks, and internal notes.
What this page is for
Use before contacting a repeat customer.
How to set it up
- 1Let customer calls or bookings create history.
- 2Add internal notes for staff.
- 3Use timeline to understand context before callback.
Demo workflow
Customers workflow demo
A workspace user opens Customers and needs to understand what action to take.
1
Open the page
Go to Customers 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.