The customer command menu helps you move quickly from a record into common CRM actions.

What this feature is for

• The customer command menu helps you move quickly from a record into common CRM actions.

When to use it

• You are already looking at a customer and need to add context, create a task, update fields, or start follow-up.
• You want fewer clicks while keeping the work attached to the right record.

Do it manually

1. Open the customer, company, or opportunity record.
2. Open the command or actions menu for that record.
3. Choose the action you need, such as note, task, field update, message, or follow-up.
4. Confirm the owner, due date, field values, or message content.
5. Save and check the timeline so the action is attached to the right record.

Ask Faster AI

For this customer, show me the useful next actions I can take now. Include notes, tasks, field updates, follow-up, and anything risky I should review before saving.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of use the customer command menu.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Understand Customer 360
• Create customer tasks and reminders