Customers
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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 - .
Clicking on the customer name will take you to their details page.
On this page you can edit the name and ref.Id for the customer as well as see the Customer ID generated by Nalpeiron.
Using this page you can also run a report of the customer base and export it as a CSV file format.
The ZenAgent AI will give you some details about this company for researching them as part of the sale process, .
You can also easily edit the "owners" here, .
Specific insights for this customer are shown on a timeline, .
