Customers
Maintain profiles for each customer
What is a Customer?
A customer object is a structured representation of an individual customer, containing key information such as Customer Name, Slack Channels, and Email Domains.
Customer Objects are only available for ClearFeed accounts on the External Helpdesk Product Edition. Read more about it here.
Access Customers
Log in to the ClearFeed Web Dashboard
Go to the Customers section on the left nav bar.
Create a New Customer
Go to Customers -> click on Add New Customer
Provide the name of the Customer
Select the Slack Channel(s) where requests from the Customer are being monitored
Slack Channels shouldn't be assigned to another customer
ClearFeed should be monitoring these channels
Add Email domains - users with this email domain will be treated as customer
Click Create to create the new customer object
Whenever a new Slack connect channel is monitored, ClearFeed automatically creates a Customer Object with the relevant details. You can edit this Customer later to modify the object.
Edit an Existing Customer
Go to Customers -> Find and click on the Manage button.
Click on the Edit customer details button to modify the customer's details
Make the necessary changes and ensure all information is accurate
You can also choose to enable/disable the Support Portal for specific customer
Read more about the Support Portal.
Coming Soon
Route requests from the same customer to a single collection for uniform SLA Management across channels
ClearFeed native custom fields for Customers
Create and add new fields against each customer
Display custom fields on CF Requests & Tickets
Triage channel
Request page
Collection Dashboard / Views
Reports
Integration with HubSpot / Salesforce CRM
Ability to map customers on CF with a Deal / Account on HubSpot / Salesforce (CRM)
Automatic mapping (match by domain) and the ability to override
Define the fields to import from HubSpot / Salesforce against the CF customer object
Sync HubSpot / Salesforce fields with CF native fields
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