# The Customers page at a glance
> Source: https://support.usebluehill.com/customers-customers-page-overview | Updated: 2026-10-26T21:09:20Z
## Open 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 types with the default columns.
## The header
From left to right, the header holds:
- The page title and breadcrumb (**Customers › Overview**).
- The **Custom fields** button (gear icon). It chooses which customer custom fields appear as columns, and lets you manage the field definitions. See [Custom fields](./customers-edit-customer-details#custom-fields).
- **Create Customer**. Click the button to open the Create Customer page. Click the arrow next to it for **New customer** or **New prospect**. See [Create a customer or prospect](./customers-create-a-customer).
## The toolbar
- The **Search** box matches text in any visible column.
- The record type switch: **All**, **Customers** or **Prospects**. The Prospects option shows how many prospects there are.
- **Mine** shows only records you own.
- **Condensed** and **Parent categories** appear once you have related records. See [Related records on the Customers page](./customers-related-records-and-merge#related-records-on-the-customers-page).
- In the Prospects scope only: a **Table** / **Board** switch, a **Lost** toggle and a **Stages** button. See [Prospects and the sales pipeline](./customers-prospects-and-pipeline).
- **Filters**, with applied filters shown as chips next to it.
- The **Draft email** icon (an envelope), which writes one draft email per customer shown. See [Draft one email to many customers](./customers-find-and-organize-customers#draft-one-email-to-many-customers).
- The **Export CSV** icon (a download arrow), which downloads the rows and columns you are looking at.
- **Views**, and the **Columns** button (grid icon) at the far right. See [Find, filter and organize customers](./customers-find-and-organize-customers).
## The table
Each row is one customer or prospect. Click **View →** at the left of a row, or the company name, to open the record. Clicking anywhere else on the row ticks its checkbox; see [Act on several customers at once](./customers-find-and-organize-customers#act-on-several-customers-at-once).
| Column | Shows |
|---|---|
| **Company** | The company name with a logo worked out from its email domain. Sample records carry an **Example** badge. |
| **Quick log** | Four small buttons: **Add note**, **Log call**, **Log email** and **Log meeting**. Each shows how many of that kind you have logged, and lights up when one was logged in the last 10 days. See [Log from the Customers page](./customers-activity-and-follow-ups#log-from-the-customers-page). |
| **Related** | **+N related** on the primary record of a related group, or the primary's name on a linked record. On a record that stands alone the column looks empty until you point at the row, when a dashed **Related** button appears. |
| **Type** | **Customer** or **Prospect**. Click it to convert a prospect or mark a customer as a prospect. |
| **Stage** | A prospect's pipeline stage, or **Set stage** when it has none. A customer that was converted shows **Converted**. |
| **Owner** | The team member responsible for the record, or **Assign**. Click it to change the owner. |
| **Open tickets** | How many support tickets are open for the customer, with shortcuts to start a **New ticket** or a **New email**. Shown when your workspace uses support ticketing. |
| **Categories** | The customer's categories as coloured chips, or a dashed **+ Category**. Click to add or remove categories. |
| **Health** | A coloured dot and the health score. Hover for the breakdown. See [Customer health and insights](./customers-customer-health-and-insights). |
| **Projects** | How many boards the customer has and their average progress, for example **3 (64%)**. |
| **Follow-ups** | Open follow-ups, with a count of overdue ones. Click to see, resolve, postpone or add follow-ups. |
| **Email**, **Phone** | The record's main contact details. |
| **Created** | When the record was added. |
| Hidden by default | **Expected value**, **Expected close**, **Source** and **Converted** (prospect fields), plus **ID**, **First Name**, **Last Name**, **Street**, **City**, **State**, **Zip** and **Internal ID**. Turn them on with **Columns**. |
| **Custom fields** | One column per custom field you have chosen to show. |
## The insight cells
Four cells on each row are small pop-ups rather than plain values:
- **Health**. Hover to see the **Customer Health** card: the level, the score out of 100, whether it is **Improving**, **Stable** or **Declining**, and bars for **Engagement**, **Projects** and **Support**. A record with no score yet shows **--**.
- **Projects**. Hover to see each board with its **x/y tasks** and progress, and the totals for **Completed**, **In Progress** and **Not Started**.
- **Follow-ups**. Click to open the list of open follow-ups. Each one shows when it is due (**Overdue by 3 days**, **Due today**, **Due in 5 days**), who added it and any ticket it belongs to. **Resolve** closes it, the clock icon postpones it, and the box at the bottom adds a new one.
- **Categories**. Click to open a search-or-create list. Ticking and unticking applies immediately.
## Paging and counts
The bottom of the table shows **Showing 1-25 of 60** with first, previous, next and last buttons. Once you tick a row the left side reads **1 of 60 row(s) selected** with **Select all 60** and **Clear** links. The page size starts at 25 and grows to fit your screen.
## Mobile
On a phone-width screen the same list is shown as cards, with the same search, type switch and filters. The BlueHill mobile app has its own **Customers** tab with the list, the pipeline board and the customer pages.
Next: [Find, filter and organize customers](./customers-find-and-organize-customers).