The 360° customer page

Everything about a customer on one page: timeline, notes, tasks and AI summary.

Steps

1. 1Open an account or contact.
2. 2The timeline shows notes, emails, tasks and milestones, newest first. Use the tabs to filter by type.
3. 3Add a note. Type @ to mention a colleague — they get a notification.
4. 4Add a task or milestone from the quick actions.
5. 5Select Generate under AI summary for a short overview (labelled as AI-generated).

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