Edit Customer

Contact Information

How the team reaches this customer.

Used for order receipts and account notices.

Leave blank for individual customers.

Location

Billing address and the region this account is filed under.

Account

Lifecycle stage, ownership and internal context.

Churned accounts stop receiving campaign email.

The person notified about new activity on this account.

Drives tenure reporting. Changing it re-dates the account's history.

Internal only. Never shown to the customer.