Customers are your CRM records - the people or organisations you sell trips to. Each customer has contact details and links to their trips.
What you can do
- Add and search customers
- Update contact information
- Connect customers when creating trips
- Review which trips belong to a customer
How to manage customers
- 1
Go to Customers in the sidebar.
- 2
Click Add customer and enter name, email, and phone.
- 3
When creating a trip, select this customer from the list.
- 4
Return to the customer record anytime to see linked trips (via trip list filters).
Tips
- You can start a trip in inquiry before the customer record is complete - add or change the customer later.
- Keep one record per real customer to avoid duplicates in reporting.
- Customer data belongs to your company only - other companies on Columbus cannot see it.
Common questions
Can I create a trip without a customer?
Yes. During early inquiry you may not know the final buyer - attach the customer when you do.
Is there a separate “lead” list?
Early interest is usually a trip in inquiry status linked to a customer or prospect.
Who can add customers?
Most sales and operations roles can manage customers; some users may have view-only access - ask your admin.
Related
Last updated on