The customer page

Open any customer from Customers, from a signal or from search. The page brings together everything RABT knows about that customer.

The tabs

• Buying history — the customer's Commercial Memory: what they buy, how often and at what price. See Reading a customer's buying history.
• Contacts — the people you deal with at this customer.
• Deals — open and closed deals.
• Quotations — every quotation, with its status.
• Orders — every order, the source of their buying history.
• Follow-ups — what is planned with this customer.
• Timeline — calls, messages, notes, stage changes and other activity, newest first.

Acting from the customer page

• WhatsApp opens a chat with the customer's WhatsApp number, with a ready message you can edit.
• New quotation starts a quotation for this customer.
• Edit changes the customer's details.

When Buying history is empty

Buying history fills in once the customer has orders in RABT. If you have past orders in another system, import your sales history.