Customers & Contacts

Manage all of your customers and contacts within Syncro.

• About the Customers Tab/Page
• Best Practices for Creating Customers
• Create a Customer
• Customer Fields Reference
• About the Customer Details Page
• About the Assets & Policies Subtab
• About the (Masked) Credentials Subtab
• Best Practices for Creating Contacts
• Create a Contact
• Contact Fields Reference
• Customer Settings Reference
• Contact/End User Tags
• Work with Leads
• Prevent Creating Customers from Leads
• Leads Settings