Customer Details Modal

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Overview

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Accessing

1. Go to the CRM tab
2. Click on any customer
3. The details modal opens

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Info Tab

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Basic Information

• Name
• Email
• Phone
• Company

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Additional Details

• Source (how they found you)
• Notes (internal notes)
• Tags (custom labels)
• Date added

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Activity Tab

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History

• Page visits
• Form submissions
• Interactions timeline
• Last active date

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Forms Tab

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Submissions

• All form submissions from this customer
• Submission date and time
• Form data and responses
• Download individual submissions

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Actions

• Edit - Update customer information
• Delete - Remove customer
• Export - Download customer data

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Tips

• Add notes after interactions
• Use tags for segmentation
• Review activity for context
• Check form submissions for details