Customers & Contacts · Session 5
The Customer Record — People, History & Quick Actions
Open any customer and you get the whole relationship: metric cards for Total Bids, Win Rate, Total Revenue, and Active Pipeline, plus tabs for Overview, Projects, Bids, and Activity.
Companies are the record; people attach to them. On the Overview tab, the People at this company section takes + Add person — name, role, phone, email. That's where the estimator you actually call lives, and one architecture firm can carry its whole design team.
The Add for toolbar at the top starts work pre-linked to this customer: Bid, Submittal, Change Order, or Meeting. And every call or email you log against the customer shows on its Activity tab — anyone on your team can pick up the thread without starting over.
Try it yourself
- Open a customer and add a person with their role and cell number.
- Start a bid from the customer's Add for toolbar.
- Filter the customer list to one CSI division and count your subs in that trade.
Key takeaways
- Companies are records; individual people attach under People at this company.
- Customer metrics (bids, win rate, revenue, pipeline) compute from your real history.
- The Add for toolbar starts pre-linked work; the Activity tab keeps the shared memory.
Practice this in the live demo
A fully loaded sample company — every module open, no sign-up, nothing you can break.
Open the live demo