Customers

Customers are the accounts you sell to. Sales orders snapshot customer details so old orders keep their historical context even when the customer record changes.

soft deletecontact rolespricing category

Account state

State	Use when
Active	The account is current and ordering normally.
Growth	The account needs attention because there is expansion potential.
At risk	The account needs follow-up or recovery work.
Former	The account is retained for history but no longer active.

Work with customers

Add a customerCreate the account, addresses, contacts, and pricing category.›Contacts, activity & tasksLog calls, notes, meetings, follow-ups, and project work.›Customer fieldsReference account, contact, activity, task, and project fields.›