Customer Hub: Overview tab navigation

In this video we’ll tour the Customer Hub Overview tab and I’ll walk through what types of widgets you find here and overall how to navigate this page. Happy viewing!

NOTE: In remaking this video in our new layout, I forgot to discuss the growth in the features Intuit has been building out in this area (such as Reviews) and how, even though we’ve been seeing steady QBO subscription increases, these buildouts could potentially allow you to eliminate outside applications and thus the subscription fee/costs associated with them. So it could be somewhat of a wash from a cost perspective for some of you. Just something to keep in mind!

#CustomerHub #landingpage #overview #customers #tasks #leads #reviews #import

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Customer Hub: Overview of the App

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Customer Hub: Leads tab overview