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Core. A customer in Exterview is a client company your organization hires for, not your own organization’s account. Every job belongs to a customer, so Exterview keeps its firmographics, contacts, and hiring activity in one place.
Add and manage customers

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Before you start

You need permission to manage customers. See Manage users and roles.

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Steps

1

Open Customers

Go to the Customers area to see every client company in table or card view, and filter by Active or Inactive.
Open Customers
2

Add a customer

Create the customer with its firmographics: industry, size, plan, headquarters, revenue band, and a primary contact.
Add a customer
3

Open a customer's record

Open a customer to see its firmographics, contacts, and the jobs tied to that account.
Open a customer's record
4

Edit or manage

Edit a customer’s details in place, add another contact, or delete the customer.
Edit or manage a customer

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Best practices

A customer is a client company your organization hires for. It is not your own account, and every job is tied to one.

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FAQs

No. Customer management is a standard administrative task.
No. Your organization is the account signed up to Exterview; a customer is one of the client companies your organization hires for. Each job is tied to a customer.