Total customers in cloud—Shared across signed-in users
High-potential accounts—
Follow-ups due / overdue—
Activity records—
Customer directory
Search customer names, grades, products, city, contact or notes.Select one or more values in any list. Filters work together (AND), while selected values within a list work as OR. Main Category, Sub-category and Grades are split into individual terms, so a record such as “PP / PE” matches PP and PE separately. Use Ctrl (Windows) or Cmd (Mac) to select multiple items.
| Company | Category / Grades | Contact | Location | Owner / Potential | Actions |
|---|---|---|---|---|---|
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