How to work with customers in Cinode
In the menu, select the "Customers" section. Here you can add new customers and manage existing ones.
👥 Add customer
👥 Manage customer
👥 Customer contacts
👥 Customer events and information
To add a new customer, click the "+" button next to "Customers" and fill in the customer details or use the quick add button in the upper right corner.
Fill in the information that you have.
If the customer is an intermediary, check the box provided.
On the customer page, you can add customer information, account managers, and addresses. You can also register activities in "Events," such as notifications, meetings, and tasks. Manage existing projects by clicking on them to access the project site. Tag customers to easily sort lists by category and attach files like contracts and agreements. Add customer contacts, ongoing projects, and potential prospects.
Add customer information, account managers, customer addresses, etc.
Register activities in "Events" such as notifications, meetings, and tasks
Manage existing projects by clicking them and getting to the project site
Tag customers to easily sort lists by customer category
Attach files such as contracts and agreements
Add customer contacts
Add current projects
Add current Prospects
All customer interactions are collected in one place, providing an overview of each customer's situation. From this overview, you can adjust or add information as needed. You can view all projects related to the customer, both won and ongoing, and click on a project to access its details.
Be a Customer-responsible
As a Sales representative, you can easily list your clients by selecting your name in the filter Responsible. The customer responsible will be added to the customer card on the icon with the dots up in the right corner of the screen. Select Edit customer responsible.
To be able to remove a customer, you need to be the customer responsible or have the permission level of an Administrator of Cinode.
As a customer responsible, you will automatically follow the customer. If you wish to follow them manually, click the eye icon in the top right corner.
Not following: By default, you will not receive notifications, however - if you are assigned to an event (meeting, note, task) you will start receiving notifications.
Following: You receive all notifications for the current company as specified above.
Ignoring: In contrast to "Not following", you will not receive any notifications even if you are assigned to an event.
Tips: If you are responsible for or have an interest in a lot of customers, it could be wise to select the ones that you want to subscribe to (for instance customers of extra importance) instead of subscribing to all which would generate a lot of e-mail notifications.
Customer Event
Go to Customer in the menu and click on the customer to see all events related to this customer.
To change details or remove the event click on the three dots to the far right of the event and click 'Edit' or 'Remove'
Click to open the event to view more details.
Here you can;
Delete event
Click the pen to change details
Copy event link
Create a follow-up event +
Click on the customer contact to view other events linked to that person.
Add notes for the event and mention a person. By adding a note, it is possible to read it by hovering over the event in the list.
In this video, we demonstrate adding tasks to the customer events view for tracking external customer requests. We'll also show how to assign consultants to these tasks, helping you manage and organize requests efficiently.
Video 1 min
Customer Tag
To be able to create your own categories for customers you can work with tags. That makes it possible to select these groups by tags through several filters in Cinode.
There is no limit on how many tags you can create or what to call them.
You can add a new tag by click 'add tag' or adding an already existing tag.
Add a tag for the customer view by choosing 'Edit tag'.
Search for a tag, and click 'Save'
In the Customer Overview, there is, for example, an advantage of tagging A-customers, RAM agreements, or in what industries the customers are present. By listing customers you quickly are presented with all customers who belong to the respective category the tag refers to.
By clicking on a tag you get an overview of all areas where the tag exists.
