View and update customer profiles to keep contact and business details accurate.
See which applications and services are connected to each customer.
Read through comments and history so your team has full context when picking up an account.
Confirm the customer's details when you create the record — fixing them later takes more effort.
Add a note after significant interactions so the history stays useful for you and your team.
Check the history and attached information before making changes to avoid overwriting important context.
Leaving outdated contact details in place — incorrect information causes problems when you or the Bweb Solutions team need to reach the customer.
Skipping notes after a key call or meeting — your teammates rely on that context too.
Creating a new customer record for someone who already exists — use search first.
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