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Operations
A 360-degree customer workspace
See everything about a customer in one tabbed view: people, commerce, activations, operations, devices, and credits, with CRM tools built in.
Account managers used to switch between screens to answer simple questions about a customer. The new customer workspace brings it together in tabs: people, commerce, activations, operations, devices, and credits.
Built-in CRM tools let staff log calls and emails, set next steps on contacts, manage contact groups, and review possible duplicate organizations before they cause confusion.
Highlights
- One tabbed view per customer
- Call and email logging with next steps
- Contact groups and duplicate review