> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Staying on top of a customer

> Where to look day to day to keep track of a customer's activity, notes, and setup progress.

## Keeping track day to day

There isn't a single "daily management" screen. Instead, the two places you'll check most often to stay on top of a customer are the **Customer Info** tab and the **Deployment** tab, both inside a customer's Manage window.

* **Customer Info** — recent activity, contact details, and the notes you've kept about your interactions with them.
* **Deployment** — the setup status and a timeline of milestones, so you can see where they are in getting up and running.

## Where to find them

1. Open **Customers** in the sidebar.
2. Select a customer.
3. Click **Manage**.
4. Use **Customer Info** for activity and notes, and **Deployment** for setup progress.

## A simple daily routine

* **Start with a quick review** — open your active customers and glance at recent activity and setup status.
* **Add notes as you go** — after a call or an email, jot down what happened in Customer Info so nothing gets lost.
* **Hand off cleanly** — when a teammate takes over a customer, your notes give them the context they need.

## Related pages

* [Customer info](/partner-portal/customers/customer-info-and-deal-management) — Contact details, activity, and notes
* [Deployment status tracking](/partner-portal/customers/deployment-status-tracking) — Setup status and milestones
* [Features & add-ons](/partner-portal/customers/features-addons-and-menu-visibility) — Turn features on and off