In this article, we will help you to understand how to add and manage customers.
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Overview
You can seamlessly onboard a customer from the sales team to the customer success team by collecting all the key information that the sales team collects during the post-sales handoff meetings. It includes the expectations of the customer, the cost of onboarding, and the CSAT rating they intend to achieve by using the product.
Note: This menu is only available for the Post-Sales Handoff template.
Navigation
You can create a Customer using the following navigations:
- In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Customers.
- In the left navigation panel, Click the ADD button and select Card.
Steps to Add a Customer
- Click the ADD button.
- Enter the relevant attributes for the creation of a Customer:
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- Name: Enter the role of a Customer.
- Card Owner: Select the card owner for a Customer
- Department: Select the department of a Customer.
- Description: Provide a brief description of customers.
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- Fill in the other remaining attributes and click the SAVE button.
To know how to quickly add Customers from the left navigation panel, click here.
Default Sections in Customers
The default sections appearing for Customers are Details, Linked Cards, Comments & Attachments, and Activity Log.
Once the Customers is created, the following tab is visible:
- Details: The Details section displays, gathers, and tracks all information related to the Customers.
- Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
- Linked Cards: It helps you to set parent-child hierarchy and the relationship between themes/epics and workitems and trace them while working with them. For more information, click here.
- Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem. Forbetweenothe re information, click here.