Customers
For anyone on your team who looks after customer accounts or works a sales pipeline in BlueHill. Start here, then follow the guides in order or jump to the one you need.
BlueHill Customers: user guideWhat a customer record is A customer record is the home for one company you work with. Everything about that company hangs off it: its contacts, boards, support tickets, deal rooms, files, form submissions, billing and the notes and calls your team logs. Open the record and you…5 min readThe Customers page at a glanceOpen the Customers page 1. In the top navigation, open CRM and choose Customers. (If Customers is your home page, it is already open when you sign in.) 2. The page lists every customer and prospect in your workspace in one table, 25 rows at a time. By default you see All record…5 min readFind, filter and organize customersSearch customers Type in the Search box above the table. The search matches text in any column that is shown, so a company name, an email address, a phone number or a category name all work. Clear the box to see everything again. To find a customer from anywhere in BlueHill, pre…6 min readCreate a customer or prospectBefore you start Decide one thing: is this company already a customer, or are you still selling to it? - Choose Customer for an active account. Billing, boards and portal access all apply from day one. - Choose Prospect for a company you are still working. A prospect sits in a p…5 min readProspects and the sales pipelineCustomers and prospects A prospect is a customer record that is not a customer yet. It has everything a customer has (contacts, tickets, boards, notes) plus a few pipeline fields: | Field | Meaning | |---|---| | Stage | Where the prospect is in your pipeline. | | Owner | The tea…5 min readWork inside a customer recordOpen a customer - From CRM → Customers, click a company name or View → on its row. - Press ⌘K (or Ctrl+K), type the company name and pick it. - From a support ticket, a board or a deal room, follow the customer link in its side panel or header. Once you are on a customer page, t…6 min readEdit customer details and custom fieldsTwo ways to edit - Quick edit: click Info in the header, then Edit. The Edit Customer Information dialog covers the fields you change most. - Full edit: choose Edit from the Actions menu. The edit page adds Notes, the prospect pipeline fields and custom-field values. Neither for…4 min readContacts and portal accessThe Contacts tab Open a customer and choose Contacts. The tab is headed Support contacts and lists everyone at the company. | Column | Shows | |---|---| | Contact | The person's name and email address. An amber star marks the primary contact. A contact that belongs to a related…5 min readActivity, notes and follow-upsThe Activity tab Open a customer and choose Activity. The tab has three parts: - The composer at the top, where you log a note, call, email or meeting. - The feed below it: everything that has happened with the customer, newest first, grouped by day. - The rail on the right with…6 min readCustomer health and insightsThe health score Every customer has a health score from 0 to 100. It appears in the Health column of the Customers page and on the customer's Insights tab. | Level | Score | |---|---| | Excellent | 85 and above | | Healthy | 70 to 84 | | Good | 55 to 69 | | Fair | 40 to 54 | | N…4 min readPlans, payment methods and billingWho sees the Overview tab The Overview tab appears when your workspace has billing switched on and your role includes financial access. Everyone else starts on the Boards tab and sees Overview Access Restricted if they open the tab directly. The pricing plans themselves are mana…5 min readRelated records and merging duplicatesRelated records: one company, several records A related group links two or more records that belong to the same company, for example a customer for one product and a prospect for another, or two business units billed separately. The records stay separate for everything that diff…5 min readFAQ and troubleshootingI cannot find a customer Check these in order on CRM → Customers: 1. The record type switch. Customers hides prospects and Prospects hides customers; choose All. 2. Mine. If it is on, only records you own are shown. 3. Condensed. If it is on, linked records are hidden behind the…4 min read