What it is
The Customers page is the master list of every household or business YND has talked to. Each customer record ties together their contact details, property information, opportunities (potential jobs), appointments, and communication history.
Who can use it
CSR, Door Expert, Project Manager, Design Concierge, Manager, and Executive. Admin and Executive bypass all page gates by default. If your role isn't listed but you need access, ask an admin about a Permission Set grant.
How to get there
/customers for the list, /customers/$id for a single customer's detail page.
Key screen areas
| Area | What it shows |
|---|---|
Customer list (/customers) | Searchable/filterable list of all customers |
Customer detail (/customers/$id) | Overview tab with contact info and property lookup |
| Opportunities tab | All opportunities tied to this customer |
| Appointments tab | Scheduled and past appointments |
Communications tab (/customers/$id/communications) | Calls, texts, emails logged for this customer |
Edit (/customers/$id/edit) | Update contact and property details |
Step-by-step how-tos
Create a new customer
- Go to
/customers. - Click New Customer (
/customers/new). - Enter name, phone/email, and address, then save.
Find a customer's property details
- Open the customer's detail page at
/customers/$id. - Look for the automatic property lookup — when a lead arrives from the website form, YND OS pulls property data via RentCast and shows it on this page automatically. No manual entry needed for those leads.
Start a new opportunity for an existing customer
- From
/customers/$id, go to the Opportunities tab. - Click New Opportunity (
/customers/$id/opportunities/new). - Fill in the details — this creates a pipeline record that shows up on
/opportunities.
Book an appointment for a customer
- From
/customers/$id, go to the Appointments tab. - Click New Appointment (
/customers/$id/appointments/new).
Tips & Warnings
Tip: Website leads (Framer form webhook) create both a customer and an opportunity automatically in New Lead stage — you don't need to manually enter these.
Warning: Editing a customer's contact info doesn't change anything already sent to the customer (like a proposal). Proposals are immutable once created — see the Proposals Workbench guide for how corrections work.
Related pages
/help/features/opportunities/help/features/appointments-schedule/help/features/communications-inbox/help/troubleshooting/access-denied