PersonifyGO CRM360 Paige Freeman June 13, 2023 14:40 Updated PersonifyGO Constituents Click here to see this page in full context Home > Customer Relationship Management (CRM) > Overview ThreeSixty Web Client Customers The Customers module in ThreeSixty Web Client provides functionality to create and manage customers, such as creating new individual and company customers, viewing customer profile information, viewing contact tracking records for customers, etc. From the left navigation menu, you can access Customer Central or create a new company or individual customer. In this section: Customer Central Customers Security Searching for a Customer Creating a New Individual Customer Creating a New Company Customer Working with Customers Contact Tracking See also: Architecture Hardware and Software Requirements Logging into ThreeSixty Web Client Navigating between Modules Switching between Org/Org Units Questions? Contact us at documentation@personifycorp.com © Personify, Inc. All Rights Reserved.