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YepstaYepsta Help Centre

Continue from a Lead into Customer 360

Customer 360 is the continuing relationship workspace after an enquiry identifies a real person or organisation. It can be linked while the lead is still open.

Hand off without closing too early

Section titled “Hand off without closing too early”
Create or link the customer safely
  1. In the Lead Focus Workspace, choose Commercial action → Create customer profile.
  2. Review possible matches from the phone or email.
  3. Link the correct existing customer, or confirm that a genuinely separate profile is required.
  4. Open the linked customer from Related work.
  5. Continue the next real step from Customer 360 while the lead remains open when appropriate.

Read Customer 360

Section titled “Read Customer 360”

The profile brings together lifecycle and engagement indicators, total paid, outstanding balance, visits and Projects, and the next booking. Use its tabs for:

  • Overview — relationship summary, recommended next step and current work;
  • Activity — linked enquiry and customer history;
  • Sales & Visits — appointments, sales and related work;
  • Value & Loyalty — packages, wallet and relationship value; and
  • optional Document Library or Advice Notes when available.

Quick actions can include Schedule follow-up, Book appointment, Create proposal, Create estimate, Create invoice, Add file, Record contact, Adjust wallet, Communication preferences and Relationship timing. The available action depends on your access.

Keep lead and customer work distinct

Section titled “Keep lead and customer work distinct”

The originating enquiry and linked open or closed lead remain visible. Use the lead for pre-sale stage, source and outcome. Use Customer 360 for the durable relationship and the authoritative downstream records.

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