Where to find it
- Open Customer List.
- Select a customer.
- Click Manage.
- Go to the **Deal Management **tab.
Customer Info tab (what it’s for)
Use Customer Info to update customer data like:- First name, last name, email
- Company name
- Business phone
- Business details (monthly call volume, primary use case, CRM system, phone system)
- Deployment timeline
Account management fields
The modal includes fields such as:- Processing Status
- Examples include “Submitted”, “Processing”, “Under Development”, “Voice AI Agent Live”, and other operational statuses.
- Custom Automation
- A notes field for custom automation requirements.
Pricing breakdown (read-only)
The UI shows a Pricing Breakdown panel including:- Total Estimated Cost
- Platform Fee
- Voice AI Cost
- Telephony Cost
- Email Cost
- SMS Cost
Deal Management tab
Use Deal Management to control sales-stage fields like:- Deal Status
- Pending
- Agreed
- Failed
- Billing Type
- Monthly Recurring
- One-time Payment
- Agreed Price
- “Deal Notes” is currently marked as Coming soon.
Best practices
- Treat “Agreed Price” as your signed pricing field.
- Keep “Processing Status” updated so your team knows where the customer is in the delivery pipeline.
Screenshots
