How to work with the customer list
The customer list is a list of companies related to your company, it can be prospects, customers, partners, or intermediaries. The list can be filtered according to what you want to see. Go to the settings at the bottom right to choose what columns to see.
It is sorted in alphabetical order, but you can click the column headers to sort by other criteria.
The "Last activity" filter allows you to sort customers by a selected date range. This helps you list customers to contact due to inactivity or those to remove for GDPR compliance. You can set historical dates for this listing, with editable or clickable dates and predefined date intervals available.
Work with filters in your Customer list
If you have worked with categorising customers by tags, you can easily find customers via the filter for tags. For example, find all A-list customers. It is possible to use several filter settings. Keep in mind that all criteria in the filter must be met for the content to show.
Example: A sales manager has listed his/her Partner companies. The filter should then be set for the Sales Manager (name) and Tag Partner.
You can save filters so you can go back and find the result easily and also share filters in your organization.
Add all criteria you want in the filter
Click to open the filter
Click save as
Type in the name and description of your filter
Tick if you want to share with colleagues
Export Customer List
At the bottom of the list, there is an export button.
