Customers & Contacts
Adding Customers
Last Updated: May 26, 2026Customers are converted leads or existing clients stored in your CRM. 🔹 How to Add a Customer 📌 Why This Matters Adding accurate customer details helps in managing communication, projects, and billing.
Managing Customer Contacts
Last Updated: May 26, 2026Each customer can have multiple contact persons. 🔹 What is a Contact? A contact is an individual associated with a customer (e.g., manager, accountant, decision-maker). 🔹 How to Add a Contact 📌 Benefit Helps you communicate with the right person in an organization.
Customer Groups Explained
Last Updated: May 26, 2026Customer groups help you categorize customers for better management. 🔹 Examples of Groups 🔹 How to Assign a Group 📌 Why Use Groups?
Customer Notes & Activity
Last Updated: May 26, 2026Track all interactions and important information about a customer. 🔹 What You Can Do 🔹 How to Add Notes 📌 Benefit Keeps all communication history in one place.
Searching & Filtering Customers
Last Updated: May 26, 2026Quickly find customers using search and filters. 🔹 How to Search 🔹 How to Apply Filters 📌 Example Find all VIP customers assigned to a specific manager.
Managing Customer Files
Last Updated: May 26, 2026Store important documents related to customers. 🔹 What You Can Upload 🔹 How to Upload Files 📌 Benefit Keeps all documents organized in one place.
Customer Communication History
Last Updated: May 26, 2026Track all communication with customers. 🔹 What is Tracked 🔹 Where to Find It 📌 Why It Matters Helps teams stay informed and avoid duplicate communication.
Customer Portal Overview
Last Updated: May 26, 2026CybroCRM provides a portal where customers can access their information. 🔹 What Customers Can Do 🔹 How It Helps 📌 Tip Provide portal access only to authorized contacts.