CUSTOMERS
Customer Log
Every saved and imported customer record in one place.
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CUSTOMER LOG
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SHARING
Rep sharing
Private
Share my customer log with other reps
Optional. Shared customer/deal records are read-only for teammates. Managers can see normal deal and customer record fields inside their authorized management scope, but your private notes, conversations, and Tap-to-Talk history stay private unless you explicitly share those entries from Client History.
Show customer logs shared with me
Turn this on when you want to view customer records another rep chose to share.
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