Overview
The Customer List is your central view for managing all customers. It displays data from your connected integrations in a unified table with filtering, sorting, and bulk actions.Accessing the Customer List
Click Customers in the main navigation to view all customers sorted by most recently updated.Table Columns
The Customer List displays key metrics at a glance:| Column | Description |
|---|---|
| Customer Name | Account name with company logo |
| Health Score | Current health status with color indicator |
| ARR/MRR | Recurring revenue |
| Active Users | Current active user count |
| CSM Owner | Assigned customer success manager |
| Renewal Date | Next contract renewal date |
| Last Activity | Most recent engagement |
Customizing Columns
Click the Column Settings icon to:- Show or hide columns
- Reorder columns by dragging
- Resize columns by dragging dividers
Filtering Customers
Quick Filters
Use the filter bar for common segmentation:- Health Status - Healthy, At Risk, Critical
- Revenue Tiers - Enterprise, Mid-Market, SMB
- CSM Assignment - My Customers, Unassigned, By Team Member
- Lifecycle Stage - Onboarding, Active, Renewal, At-Risk
Advanced Filtering
Click Add Filter to create complex filters:- Select field to filter on
- Choose operator (equals, greater than, contains, etc.)
- Enter filter value
- Add multiple conditions with AND/OR logic
Sorting
Click any column header to sort:- First click: Ascending
- Second click: Descending
- Third click: Remove sort
Bulk Actions
Select multiple customers using checkboxes, then use Bulk Actions to:- Assign CSM - Assign or reassign customer success manager
- Apply Tags - Add or remove tags
- Update Fields - Modify custom fields
- Export Data - Export to CSV or Excel
Search
Use the search bar to find customers by:- Customer name
- Domain
- CSM name
- Tags
Summary Metrics
At the top of the list, view aggregate metrics for your current view:- Total customers in view
- Total ARR/MRR
- Average health score
- At-risk percentage
Quick Actions
Hover over any customer row to:- View profile
- Send email
- Create task
- Log activity
Exporting Data
Click Export to download customer data:- Export current filtered view or selected customers
- Choose CSV or Excel format
- Select columns to include