Open /portal/crm/customers in the intended business/workspace. Use its search and filters to find the person.
Open the matching customer and verify their name/contact details before making a change.
In Add note, enter the detail your team needs. Use Pin note only if it should be highlighted.
Select Save note and check that the new note appears on this customer. To amend an existing note, use its edit control, change Edit note and select Save changes.
Create a follow-up task
Open the intended customer profile and locate its new-task form.
Enter Task title and optional Description. Choose Task type, Priority, an offered Assigned to user and Due at when needed.
Select Create task. Check the task and assignee on the profile or at /portal/crm/tasks.
To change an existing task, open its edit form, review Status with the other fields, and select Save task.
Create and apply a tag
Open /portal/crm/tags and select New tag.
Enter Name, optional Description and Color, then select Create tag.
Return to the intended customer. Choose the existing tag in its tag selector and select Add tag.
Alternatively, use the profile’s Tag name and Color fields with Create and add when you need a new tag directly on that profile.
Create a customer segment
Open /portal/crm/segments and select Create segment or New segment, whichever is shown.
Enter Name, choose the Business scope and add a Description if useful.
Choose Match and define each rule using Field, Operator and Value. Check whether your rules should all match or whether any match is sufficient.
Select Create segment. Open it and inspect matching customers before using it as an audience. When editing, select Save segment.
Configure an automation with a clear scope
Open /portal/crm/automations and select Create automation.
Enter Name, select Business, choose Trigger, and fill any condition Value required by that trigger.
Select Action. For Create task, complete Task title and Task priority; for a tag, status, note or points action, fill the corresponding Action value. Messaging and webhook actions require their own configured delivery destination/automation.
Choose Delay. If using After delay, set Delay value and Delay unit. Review Status before saving so the automation is not enabled unintentionally.
Select Create automation. Verify its trigger, conditions, action and delay using a controlled customer/event before enabling it for live contacts.
Create or update: Save automation / Create automation
Open /portal/crm/automations on your application domain, using the workspace account for this task.
Find the form containing Name, Business, Trigger. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Save automation, Create automation. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Name
Required. Enter the name for this task, using the help or example shown by the form. Maximum 255 characters.
Business
Optional unless the current form requests it. Choose All businesses.
Trigger
Required. Enter the trigger for this task, using the help or example shown by the form. Maximum 120 characters.
Optional unless the current form requests it. Enter the value for this task, using the help or example shown by the form. The form’s example is Value. Replace it with your own value. Maximum 255 characters.
Automation trigger
Optional unless the current form requests it. Enter the automation trigger for this task, using the help or example shown by the form. Maximum 255 characters.
Action value
Optional unless the current form requests it. Enter the action value for this task, using the help or example shown by the form. The form’s example is Tag/status/note/points. Replace it with your own value. Maximum 255 characters.
Task title
Optional unless the current form requests it. Enter the task title for this task, using the help or example shown by the form. Maximum 255 characters.
Task priority
Required. Choose Low, Medium, High, Urgent.
Delay
Required. Choose Immediately, After delay.
Delay value
Optional unless the current form requests it. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1. Maximum 365.
Delay unit
Required. Choose Minutes, Hours, Days.
Status
Required. Choose Active, Inactive.
Use Save changes
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Edit note, Pin note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save changes. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Edit note
Required. Enter the edit note for this task, using the help or example shown by the form. The form’s example is Write an internal note about this customer.... Replace it with your own value. Maximum 3000 characters.
Pin note
Enter the pin note for this task, using the help or example shown by the form.
Use Save note
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Add note, Pin note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save note. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Add note
Required. Enter the add note for this task, using the help or example shown by the form. The form’s example is Write an internal note about this customer.... Replace it with your own value. Maximum 3000 characters.
Pin note
Enter the pin note for this task, using the help or example shown by the form.
Use Save task
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Task title, Description, Task type. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save task. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Task title
Required. Enter the task title for this task, using the help or example shown by the form. Maximum 255 characters.
Description
Optional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. The form’s example is Add context for this follow-up task.... Replace it with your own value. Maximum 2000 characters.
Required. Choose Open, In progress, Done, Cancelled.
Assigned to
Optional unless the current form requests it. Choose Unassigned.
Due at
Optional unless the current form requests it. Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Use Create task
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Task title, Description, Task type. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Create task. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Task title
Required. Enter the task title for this task, using the help or example shown by the form. Maximum 255 characters.
Description
Optional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. The form’s example is Add context for this follow-up task.... Replace it with your own value. Maximum 2000 characters.
Optional unless the current form requests it. Choose Unassigned.
Due at
Optional unless the current form requests it. Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Use Add tag
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Add tag. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Create and add
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Tag name, Color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Create and add. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Tag name
Required. Enter the tag name for this task, using the help or example shown by the form. The form’s example is High Value. Replace it with your own value. Maximum 80 characters.
Color
Required. Enter the color for this task, using the help or example shown by the form.
Create or update: Save segment / Create segment
Open /portal/crm/segments on your application domain, using the workspace account for this task.
Find the form containing Name, Business, Description. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Save segment, Create segment. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Name
Enter the name for this task, using the help or example shown by the form.
Business
Choose All businesses.
Description
Enter the description for this task, using the help or example shown by the form.
Match
Choose All rules, Any rule.
Color
Enter the color for this task, using the help or example shown by the form.
Field
Choose Score, Status, Tag, Business, Source, Open tasks, Name, Email, Phone, Total bookings, Coupon claims, Coupon used, Feedback, Reviews, Loyalty stamps, Referrals, Last activity, Created date.
Operator
Choose =, !=, Contains, Not contains, Within last days, Older than days, Before, After, Exists, Not exists.
Value
Complete the visible field for the current selection; follow its validation message. The form’s example is Value. Replace it with your own value.
Create or update: Save tag / Create tag
Open /portal/crm/tags on your application domain, using the workspace account for this task.
Find the form containing Name, Description, Color. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Save tag, Create tag. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Name
Required. Enter the name for this task, using the help or example shown by the form. Maximum 80 characters.
Description
Optional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. Maximum 500 characters.
Color
Required. Enter the color for this task, using the help or example shown by the form.
Use Update status
Open /portal/crm/customers and select the record you want to work with. Its detail/edit address follows /portal/crm/customers/{customer}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Update status. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Create segment
Open /portal/crm/segments on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Create segment. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Add rule
Open /portal/crm/segments on your application domain, using the workspace account for this task.
Find the form containing Field, Operator, Value. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Add rule. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Field
Choose Score, Status, Tag, Business, Source, Open tasks, Name, Email, Phone, Total bookings, Coupon claims, Coupon used, Feedback, Reviews, Loyalty stamps, Referrals, Last activity, Created date.
Operator
Choose =, !=, Contains, Not contains, Within last days, Older than days, Before, After, Exists, Not exists.
Value
Complete the visible field for the current selection; follow its validation message. The form’s example is Value. Replace it with your own value.
Fields and choices
The task above names the fields to complete and explains the choices that affect its outcome.
Check the result
Use the expected result beside each task. Check the intended account, record and final state; a saved draft, submitted request or displayed link is not the same as a completed external action.
Common problems
Problem
What to check
The screen or action is missing
Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected
Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty
Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending
Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.