Customer List

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The Customers list contains all of your Clients and Leads, and can be accessed by clicking on the ‘Customers’ tab in the top header. This will direct to a customer list with the same functionality as in the dashboard, except in this case, Personal and Commercial clients are combined.




Note: The Client Name column is populated by the QID. This is automatically populated when a new client is added manually (via the copilot experience), but when creating a new product, the QID needs to be mapped to the Client Name question that you add to the question set.

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