Customers

The customers page in Zengain shows a list of the current customers you have added or were "auto-added' via your events.

The customers are in a sortable report - showing Customer name, Sales owner, Customer Success owner, Service owner, and Account Reference ID.

It's important to assign owners - learn more here about owners.

Clicking on the customer name will take you to their details page.

Customer Details

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1. On this page, you can edit the customer's name and ref. ID and see the Customer ID generated by Nalpeiron.

2. The ZenAgent AI will give you some details about this company so that you can research them as part of the sale process. Learn more.

3. You can also easily edit the "owners" here. learn more.

4. Specific insights for this customer are shown on a timeline and by module stage (Acquire in this case). learn more.

   1. The "traffic light" filter allows you to focus on certain events (Risks, Opportunities, or Warnings) throughout the lifecycle.

5. Module filter: You can also filter by stage and module. This allows different team members to engage depending on where the Customer is in the lifecycle.

Reports

Using this page you can also run a report of the customer base and export it as a CSV file format.