On your Customers tab, the new table format gives you a bird’s eye view of your customers. You’ll be able to see more customers in more detail on a single page.
Better understand the state of each customer with new columns:
Last Action: This table is sorted by the most recent event on each account, whether by you or the customer. Use the sort button (top right) to change the order.
Flow: If you have multiple onboarding flows, this column shows which one each customer followed. If you haven’t yet set up additional flows, reach out to your customer success manager.
Reviewer: See assigned reviewers and unassigned accounts at a glance.
Terms: If terms have been approved, this column shows them along with the credit limit (if issued).
Tax Docs: Displays the number of tax exemption documents uploaded by the customer.
Bank Refs: Quickly check if a bank reference is complete and whether it was manual or instant.
Trade Refs: Reference responses arrive over time, so this column shows the current number of completed references over the number requested.
This new dashboard is the foundation for a series of improvements to make your customer reviews more efficient. Stay on the lookout for more features coming soon, including advanced filters, saved views, and more.
We’d love to hear your feedback! If you have any questions or thoughts to share, reply to this email or reach out to your customer success manager!