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Better visibility of your customer/deal relationships 🀝

NewΒ·
Martha HearnMartha Hearn

We've just added a new customer view to the web app to make your life easier!

Now, when viewing a customer, you can see all their information at a glance alongside the deals you have with them.

Screenshot 2022-02-07 at 15.39.33.png

You can click through to any existing deal, or instantly create a new deal linked to that customer.