Customer 360 Degree || URVA || C360

Customer 360 Degree

To view the customer 360 Degree, simply follow these steps:- 

  1. From the URVA home page, Click on the "Work" option. 
  2. Now scroll down and click on the "Customers" option.
  3. After that it shows all the customers that has assigned to you.
  4. Click on the "Customer profile" whom you want to see the "360 Degree".
  5. After clicking on the Customer name you can now see the "360 Degree"  view, which includes customer info like Timeline, Reminders and  Meetings.
  6. User can also view the completed tasks done against that customer.



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