Customers

Customer records

When a lead is ready, convert it to a customer. Customer profiles hold contact data and can show sales information after the CRM-to-sales handoff.

Customer history

Customer history includes CRM activity, linked inbox conversations, follow-ups, bookings/registrations, and payments where those modules are in use.

• Open the customer record from CRM → Customers.
• Review linked leads, opportunities, or registrations shown on the profile.
• Check Leads Inbox threads tied to the customer’s phone or channel.
• Use follow-ups and payment/receipt screens for collections context.

From lead to customer

Conversion can be manual from the lead page or part of a registration journey, depending on how your team works.

CRM Overview

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the CRM & Sales module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ