Customer groups and segments

Organize customers for pricing, communication, and reporting.

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Create clear groups based on business rules such as industry, region, or service tier. Apply the group consistently and avoid overlapping labels that mean the same thing. Use segments for filtering and reporting, not as a replacement for customer notes.

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Customers and contacts

Create customer records, contacts, addresses, terms, and balances.

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Keep sales conversations, tasks, reminders, and files connected to the customer.

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Turn an initial enquiry into a qualified customer opportunity.

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Customer credit and payment terms

Set credit limits and payment rules before issuing sales documents.

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