Tracking customer spend in contacts
It would be awesome if we could see the lifetime spend of each customer inside of the Contacts section.
With Infusionsoft, if I click on a customer, I can see all of their information, including what they purchased, when they purchased it, if they cancelled, and how long they've been a customer.
What is the purpose of putting the transactions completely separate from the customer?
I understand with automation you could use tags in a way to handle this, but why? That seems rather cumbersome for a basic feature which is already included in most other CRM-style platforms.
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Sales & Marketing