Customers

Directory, contact, consent, duplicates, merge, and households.

/dashboard/platform/customers and /customers/[id].

  • updateCustomerContact: edit contact details
  • updateCustomerCommunicationPreferences: consent; each change writes a CustomerContactPreferenceEvent
  • customerDuplicateCandidates then mergeCustomers (a CustomerMergeEvent is kept)
  • linkCustomerHousehold, unlinkCustomerHousehold. "Customer is not in a household"
  • openLead from the customer

A CRM Customer is separate from the login User. Public submissions find or create a Customer per rooftop by email or phone. A storefront account links to Customers after confirmCustomerEmailVerification.

CRM and leads

Lead board, routing, interactions, tasks, cadences, and sales visits.

Test drives

Queue, schedule, verify license, complete, and no-show.