The Overview page of the Customers app is a one-stop solution to perform several actions for a particular customer profile. It comprises: Printing the customer information in PDF Adding the customer to the target list Duplicating the existing customer information Enrolling the customer in the email sequence Converting the customer information to any other application Managing activities like follow-ups, appointments, tasks, notes, call logs, emails, etc. Customer Collaboration was last modified: May 7th, 2021 by operations