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View the 360 customer profile

Steps to follow

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