Customer Activity
Demo dataA single chronological history of everything that has happened with a customer.
Company context: All Companies
What this module does
- Merge enquiries, quotations, follow-ups, orders and correspondence into one timeline per customer.
- Show which entries were produced by CARL and which by a person.
- Surface the pattern behind a relationship, such as steady enquiries with falling conversion.
- Let a person add a note or a call record directly to the timeline.
Demo status
Activity is assembled from the demo quotations and audit entries in this prototype.
Working in this prototype
- Timeline entries for the five demo customers are visible on the Customers page.
CARL in this module
CARL summarises a relationship in a few sentences and points out what has changed recently.
Notes added by a person are always attributed and never edited by CARL.
Ask CARL about this module