Customers
Customers (CRM)
The Customers hub is the CRM: visitors, contacts, accounts, deals, and appointments. Custom fields and pipeline stages are configured under Setup → Customers.
In the app: Customers
Guides
Contacts & imports
Lists, CSV/XLSX import, merge, and export.
Read →Accounts
Company and solo accounts, tags, and properties.
Read →Deals
Pipeline deals linked to accounts and contacts.
Read →Appointments
Calendar bookings and reminder email setup.
Read →Custom properties
Define fields and fill them on records and in workflows.
Read →Pipeline
Stages for deals and stage-change automations.
Read →