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View the 360 customer profile
Steps to follow
- 1Open the "Customers" module from the side menu to display your customer list.
- 2Click a customer's row to open its detail panel (360 profile).
- 3Scroll the carousel at the top of the panel to review its metrics, recent activity and recent communications.
- 4Click "View full profile" to open the customer's detailed page.
- 5Switch between the "Activity" and "Communications" tabs to browse this customer's full history.