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Use your manager-approved practice customer for this lesson.

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Read the record

  1. Open Customers → Customer Records and search for the customer.
  2. Check name, contact details, installation address and assigned rep.
  3. Open Activity and read the latest conversation.
  4. Find the pipeline stage, open tasks and any quote or project.
A stage summarises progress; the record explains it. Do not create a second customer because a record was hard to find.

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Try it

Tell your manager what the customer wants, what has already happened and what should happen next. Point to the record supporting your answer. Keep Customer records and Pipeline nearby when you begin live work. Course overview