# BlueHill Customers: user guide

> Source: https://support.usebluehill.com/customers-overview  |  Updated: 2026-10-26T21:09:20Z

## What 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 see all of it in one place.

Records come in two types. A **customer** is an active account. A **prospect** is a company you are still selling to; it sits in a pipeline stage and converts to a customer with one click when it signs. Both live on the same Customers page.

## Key terms

| Term | Meaning |
|---|---|
| **Customer** | An active account: billing, boards and portal access all apply. |
| **Prospect** | A company that is not a customer yet. It tracks a pipeline stage and can be converted later. Contacts and tickets attach to it like any customer. |
| **Stage** | Where a prospect sits in your sales pipeline, for example *Lead*, *Qualified*, *Proposal* or *Negotiation*. *Lost* is always available; winning means converting to a customer. |
| **Owner** | The team member responsible for the record. The **Mine** toggle and the **My customers** view show what you own. |
| **Category** | A label you give a customer to group it, such as *Enterprise* or *Nonprofit*. Categories are also called *segments* in Analytics. |
| **Contact** | A person at the customer company. One contact is the **primary contact**. Contacts can be invited to the customer portal. |
| **Related group** | Two or more records for the same company (for example a customer and a prospect for a different product) linked so they share profile and billing details. One record is the **Primary**; the others are **Linked**. |
| **Follow-up** | A dated reminder attached to an activity, a ticket or a contact. Follow-ups show on the Customers page and on the customer's Activity tab. |
| **Health** | A 0 to 100 score that tells you how engaged a customer is and how its projects are going. |
| **Portal** | The customer-facing site where invited contacts see their company's onboarding tasks and support tickets. |
| **View** | A saved combination of filters, sort and columns on the Customers page that you can reapply with one click. |

## Where to find Customers

- **CRM → Customers** opens the Customers page, which lists every customer and prospect in your workspace.
- The **Home** page shows Boards by default. To land on Customers instead, change **Home page** on the **Profile** tab of your settings.
- Press **⌘K** (or **Ctrl+K**) anywhere and start typing a company name. Type *c:* first to search customers only.
- Other modules link back to the customer: the **Customer** card on a support ticket, **View Customer** on a board, and the customer chip on a deal room.
- **Support → Contacts** is the directory of every contact across all customers, and **Support → Portal users** manages who can sign in to the portal.
- The BlueHill mobile app has a **Customers** tab with the same list, pipeline board and customer pages.

## Guides

1. [The Customers page at a glance](./customers-customers-page-overview). The layout of the Customers page, the toolbar and how to read each column.
2. [Find, filter and organize customers](./customers-find-and-organize-customers). Search, filters, columns, saved views, categories and acting on many customers at once.
3. [Create a customer or prospect](./customers-create-a-customer). The Create Customer page and the quick New prospect dialog.
4. [Prospects and the sales pipeline](./customers-prospects-and-pipeline). Stages, the pipeline board, marking a prospect lost and converting it to a customer.
5. [Work inside a customer record](./customers-customer-page). The customer page, its header, the Actions menu and what each tab holds.
6. [Edit customer details and custom fields](./customers-edit-customer-details). The edit form, categories, the automated-emails switch and custom fields.
7. [Contacts and portal access](./customers-contacts-and-portal-access). Add contacts, choose the primary contact and invite people to the customer portal.
8. [Activity, notes and follow-ups](./customers-activity-and-follow-ups). Log notes, calls and meetings, keep logged email in view and manage follow-ups.
9. [Customer health and insights](./customers-customer-health-and-insights). What the health score means and what the Insights tab shows.
10. [Plans, payment methods and billing](./customers-billing-plans-and-payments). The Overview tab for workspaces that bill through BlueHill.
11. [Related records and merging duplicates](./customers-related-records-and-merge). Link records for the same company and merge duplicates.
12. [FAQ and troubleshooting](./customers-faq-and-troubleshooting). Quick answers to the questions we hear most.

## How these guides are written

- **Bold text** is a label you will see on screen, such as a button, a tab or a field.
- A path with arrows, such as **CRM → Customers**, means open the first item, then the next.
- *Italic text* is a value you might pick, such as a stage name.
- Screenshots were taken in a demo workspace called Acme Inc. Your customers, contacts and team members will differ.