How can I quickly tell if an account is an existing customer or not?

Recognize in a glance if an account in Klearly is a prospect, current or former customer

On the account view within Klearly, there’s a visual tag for each account that designates it’s status based on its purchase history. 

  • Customer: At least one purchase in the last 12 months
  • Past Customer: At least one purchase, but not in the last 12 months
  • Prospect: No purchase history