Understanding Customer Profiles
Everything you can track and manage within a customer profile, from contact info to job history.
A customer profile contains everything you need to know about your relationship with that customer. Let's explore all the sections.
Contact Information
Primary contact, additional contacts, phone numbers, email addresses, and preferred contact method.
Service Addresses
Customers can have multiple service locations. Each address includes notes, access codes, and any special instructions.
Tags:
Was this article helpful?
Related Articles
Adding Customers to Your CRM
Learn the different ways to add customer records manually, via import, or through integrations.
Using Tags and Segments
Organize customers with tags and create segments for targeted marketing and automation.
Setting Up the HubSpot Integration
Step-by-step guide to connecting Local Business Pro with HubSpot CRM for automatic lead and contact syncing.
Last updated: January 10, 2024