The customer list allow you to list all your customers.
Customer list is a prospect that can be used to find customers based on tags, sales responsibles or last activity. It is also possible to free text search.
The filter Last activity gives you the possibility to sort out customer you have handle during a selected date interval. By that you can easily list all customer you have to contact due to inactivity or customer you need to remove from Cinode due to GDPR. Set historical dates for that type of listing. The dates is editable or clickable, it is also possible to choose from the predefined date intervals.
As a sales responsible 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 on the screen. Select Edit customer responsibles.
If you have worked with categorizing customers by tags, you can easily find customers via the filter for tags. For example, find all A-list customers.
It is perfectly fine to use several filter settings. Keep in mind that all criteria in the filter must be met for the content to show.
Exemple: A sales manager has listed his/her A-list customers. The filter should then be set for Sales Manager (name) and Tag A-list customer.