Connecting Customers and Ideas

You can connect ideas to customers to prioritize them, provide evidence for an idea’s value, and follow up with the customer when you execute on that idea.

To connect an idea to a customer:

1. Open the idea

2. On the Idea card, open the Customers tab

3. Search for the customer to add it to the idea

Viewing Ideas for a Customer

To view any ideas connected to a customer:

1. Open the customer’s card

2. Go to the Ideas tab