Zippyy
Home
Tenant Billing
Customers
Carrier rates
Rate cards
Sign out
Customer CRM
Manage customer contact info — stored in
sales_crm_contacts
(DynamoDB) via the CRM API. Search a customer and click
Edit
.
All account types
Prepaid
Postpaid
All
Has contact
Missing contact
All groups
All tiers
Add as owner
Replace all owners
Assign owner to selected
#
Company
Account
Contact name
Email
Phone
Segment
Group
Tier
Owner
Notes
Status
Loading…
Edit customer
Contact name
Status
active
prospect
churned
on_hold
Email
Phone
Secondary email
Secondary phone
City
State
Segment
Group / parent company
Customer tier (sales risk banding)
Owners (sales reps) — Ctrl/Cmd-click to select several; a tenant is visible to every owner listed
Notes
Cancel
Save