XFatora

Customers & Contacts

Centralize customer profiles and keep key contacts organized.

Customers & Contacts screenshot 1 Customers & Contacts screenshot 2 Customers & Contacts screenshot 3

What you can do here

  • Create customer records with billing and shipping details.
  • Add multiple contacts per customer.
  • Track sales activity and linked documents.

Before you start

  • CRM & Sales access is required.
  • Confirm customer address, tax data, and preferred currency.
  • Decide contact roles such as billing or approvals.

Step-by-step

  1. Open Customers and create a new customer record.
  2. Add contacts with roles and communication preferences.
  3. Attach notes and key documents for visibility.
  4. Use the customer timeline to review proposals and invoices.

Tips & Common mistakes

  • Keep one primary billing contact to reduce confusion.
  • Use tags to group customers by segment or region.
  • Review inactive customers quarterly for data hygiene.

FAQ

Can a customer have multiple contacts?

Yes. Add as many contacts as needed and assign roles.

Where do I see customer documents?

Use the customer profile timeline and document tabs.

How do I update a customer?

Edit the customer record and save changes.

Next steps

Leads & Pipeline Proposals Invoices & Payments