Customers and leads
Customers
Everyone you look after, with all their policies in one place.
People, then Customers.The customer list
- Each row shows the customer's name and city, phone and email, how many policies of each type they hold, their Total Cover, and their Next Premium date.
- Use the search box to find someone by name, phone, email or city.
- Press Add Customer to add someone by hand, or turn a lead into a customer with Save as customer.
A customer's page
Open any customer to see their page.- At the top: phone, email, city and your notes about them.
- Policies, Total Cover, Next Premium and Health Score at a glance. View policy jumps to the policy that renews next.
- Calculate Cover Need runs the Cover Calculator for this person and keeps the result on their page.
- Portfolio lists every policy they hold.
- Edit changes their details.