> For the complete documentation index, see [llms.txt](https://sixbot.gitbook.io/sixbot-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://sixbot.gitbook.io/sixbot-help-center/tutorial/crm/customer.profile.md).

# View Customer Profile

Click on the corresponding customer in the customer database list to view their detailed information

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/VIdG17Kjbi2of62I71MG/image.png" alt=""><figcaption></figcaption></figure>

## Set Customer Progress

Use quick records to track customer progress, making future follow-ups more convenient

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/nOW3UNUotqVBs0ybfUdM/image.png" alt=""><figcaption></figcaption></figure>

## Set Customer Tags

Customizable customer labeling for classification and organization of customer data.

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/Sw3olh5lDl7ChBRDe53R/image.png" alt=""><figcaption></figcaption></figure>

## Set Customer Information

Customizing field content based on specific customer information for easy record

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/ZvfGNNhMMbVOXNOnzoHW/image.png" alt=""><figcaption></figcaption></figure>

## Transfer Customer

You can perform operations such as sharing customers, transferring customers, abandoning customers, and deleting customers.

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/cL3ZSyT7TsXqNpPbUmaX/image.png" alt=""><figcaption></figcaption></figure>

## View Customer Activity

View all records for the customer, including "Member Follow-Up Records, Contact Records, Circulation Records, etc."

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/xRiIfv4Z0XVsg1R4jJmv/image.png" alt=""><figcaption></figcaption></figure>

## View Customer Files

Upload/Download client-related documents for easy tracing and understanding of the customer

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/ThtVPGMAO1dcog9ZZsCN/image.png" alt=""><figcaption></figcaption></figure>