Alpha Customers
Customer profiles, timeline tracking, and CRM status lifecycle management
Customer Hub
The Customer Hub is the central place for managing customer relationships. Each customer profile aggregates contact details, activity history, linked opportunities, and status information.
CRM Status Lifecycle
Customers progress through stages as the relationship develops:
stateDiagram-v2
[*] --> LEAD
LEAD --> PROSPECT
PROSPECT --> ACTIVE
ACTIVE --> CUSTOMER
CUSTOMER --> INACTIVE
INACTIVE --> CHURNED
INACTIVE --> ACTIVE
LEAD --> INACTIVE
PROSPECT --> INACTIVE
CHURNED --> [*]Status Definitions
| Status | Description |
|---|---|
| LEAD | Initial contact, not yet qualified |
| PROSPECT | Qualified lead with potential interest |
| ACTIVE | Engaged in active discussions or transactions |
| CUSTOMER | Has completed at least one deal |
| INACTIVE | No recent activity or engagement |
| CHURNED | Relationship ended, no longer a customer |
Customer Profile
Each customer profile contains:
Contact Information
- Company name and legal details
- Primary and secondary contacts
- Email addresses and phone numbers
- Billing and shipping addresses
Owner Assignment
Assign a team member as the customer owner:
- Open the customer profile
- Click the Owner field
- Select a team member from the dropdown
The owner receives notifications for activities and status changes related to this customer.
Tags
Apply tags to categorize and filter customers:
- Industry tags (e.g., construction, retail)
- Source tags (e.g., website, referral, trade show)
- Custom tags for your organization's needs
Timeline
The timeline provides a chronological view of all interactions with a customer:
- Activities (calls, emails, meetings, notes, tasks)
- Status changes
- Opportunity updates
- Linked document changes
Each timeline entry shows the date, type, and the team member involved.
Linked Records
Opportunities
View all opportunities associated with this customer:
- Active deals in the pipeline
- Won opportunities (completed)
- Lost opportunities with reasons
Activities
See all scheduled and completed activities:
- Upcoming tasks and meetings
- Recent calls and emails
- Notes and internal communications
Orders and Invoices
Access financial records linked to this customer through their opportunities.
Customer Overview Table
The customers overview page displays all customers in a filterable, sortable table:
| Column | Description |
|---|---|
| Name | Customer/company name |
| Status | Current CRM status |
| Owner | Assigned team member |
| Opportunities | Number of linked opportunities |
| Last Activity | Date of most recent interaction |
| Tags | Applied tags |
Use the search bar and filters to find customers by name, status, owner, or tags.