> ## Documentation Index > Fetch the complete documentation index at: https://docs.laneapp.co/llms.txt > Use this file to discover all available pages before exploring further. # Customers > A complete view of your customers — who they are, what they've asked for, and how much revenue rides on it. The **Customers** page is where the people behind your feedback become real accounts you can reason about — who they are, what they've asked for, and how much they're worth. It's also the layer that gives [Prioritization](/prioritization) its teeth: the revenue and tiers you keep here are what let Lane weigh a Signal by the business behind it, not just the volume. The page has two tabs: * **Company** — your customer accounts, with fields like revenue, tier, status, and domain. * **Users** — the individual contacts linked to each company: name, email, and role. ## How customers get here You rarely have to build this list by hand: * **Automatic linking.** When feedback arrives with an email — through [Slack](/slack), [Intercom](/intercom), [Email](/email), the [Portal](/portal), or a CSV — Lane matches the person to a contact and the company by email domain, creating the records if they don't exist. Every piece of feedback ends up tied to the right account without manual work. * **CRM sync.** Connect [HubSpot](/hubspot), [Salesforce](/salesforce) or [Attio](/attio) and your companies and contacts flow in from your CRM, kept in sync so Lane reflects the source of truth. * **Manually.** Add a company or a contact yourself from the **+** next to Customers in the sidebar, or import a list via CSV. Lane fetches company logos from the domain automatically, so your list stays visually organized. Logos provided by Logo.dev ## Customer fields Each company record supports: | Field | Description | | :- | :- | | **Name** | The customer or company name | | **Domain** | Business domain — used for auto-linking and logos | | **Status** | Customizable — e.g. Active, Prospect, Lost | | **Tier** | Customizable — e.g. SMB, Mid-market, Enterprise | | **Size** | Number of people at the company | | **Revenue** | Annual recurring revenue | | **Renewal date** | When the account's contract renews. Set it here, import it by CSV, or map it from your CRM | | **Source** | How the record was created — Manual, HubSpot, Salesforce, Attio, or Portal | Each contact (user) record supports **Name**, **Email** (used for matching), **Role**, **Company**, and **Source**. Define your own **statuses and tiers** to match how you segment accounts under **Settings → Customers**. ## Customer stats Two cards at the top of the page give you a quick pulse on where follow-up is needed: * **Open Requests** — customer-linked feedback that's still open. * **Loop Not Closed** — customer-linked feedback where the work has shipped but the customer hasn't been told yet. ## Customer detail Click any customer to open its detail view: * **Overview** — the account's key attributes (status, tier, revenue, renewal date, size, domain), editable inline. If the customer was synced from a CRM, a **Synced** badge appears and CRM-mapped fields are locked so your CRM stays the source of truth. * **Feedback** — every piece of feedback linked to this customer. * **Users** — the contacts associated with the account, with name, email, and role. Use **Mark as Important** on a customer to flag an account that matters. Lane takes it into account when it answers questions in [Ask Lane](/agent) and in AI apps connected through the [MCP server](/mcp-server). To have Lane keep a closer eye on specific accounts, add them to **Accounts to watch** in [Context](/context). With [PostHog](/posthog) connected, Lane can also tell you how a customer actually uses your product: who's active, what they use, and when they were last seen. ## Renewal dates A renewal is when an account decides whether to stay. Knowing when each one comes up lets you walk into that conversation knowing what the customer asked for, what shipped for them and what's still open, and lets you weigh their requests while there's still time to act on them. * **Set it on the customer.** In the customer's **Overview**, click the date next to **Renewal** (it reads **Not set** until you pick one) and choose the day. To clear it, hover the date and click the ×. * **See who's coming up.** Add the **Renewal date** column to the Customers list and sort by it: the soonest renewals come first, and customers without a date come last. * **Bring them in at once.** Map a renewal date column when you [import customers by CSV](/import), or map your CRM's renewal field from [HubSpot](/hubspot), [Salesforce](/salesforce) or [Attio](/attio). A date mapped from your CRM is kept current on every sync and locked in Lane. * **Ask about it.** [Ask Lane](/agent), or an AI app connected through the [MCP server](/mcp-server), can answer "which customers renew this quarter, and what have they asked for?". When some customers have no renewal date, Lane says how many, so the answer is never quietly incomplete. ## Working with customers * **See who's asking for what.** A customer's Feedback tab is the fastest way to understand an account's needs before a renewal or QBR. * **Weight prioritization by revenue.** Because Signals carry the customers behind them, keeping tier and revenue current means your [Signal](/signals) ranking reflects real business impact. * **Close the loop with the right accounts.** When the work ships and its [Signal](/signals) is closed, the customers behind it can be told automatically in the place they asked. See [Closing the loop](/close-the-feedback-loop). ## Best practices * **Keep revenue and tier current.** They directly shape how Signals rank — stale numbers mean a skewed roadmap. * **Let auto-linking do the work.** Feedback that arrives with an email links itself; you mostly just keep the account attributes fresh. * **Connect your CRM.** With HubSpot, Salesforce or Attio synced, customer data stays current without manual upkeep. ## FAQs **Q: How does auto-linking work?**\ A: When feedback comes in with an email, Lane matches the sender's domain to a company (creating it if needed) and links them automatically. **Q: What is the Source field?**\ A: How the record was created — **Manual**, **HubSpot**, **Salesforce**, **Attio**, or **Portal**. **Q: Can I edit fields on a CRM-synced customer?**\ A: Fields mapped from your CRM are locked to prevent conflicts. Unmapped fields stay editable in Lane. **Q: Can I import customers from another tool?**\ A: Yes — via [CSV import](/import), or by syncing [HubSpot](/hubspot), [Salesforce](/salesforce) or [Attio](/attio). **Q: What's the difference between the Company and Users tabs?**\ A: Company shows accounts (companies); Users shows the individual contacts linked to them. **Q: Where does a customer's renewal date come from?**\ A: You can set it on the customer, import it by CSV, or map it from your CRM. Once your CRM maps it, it updates on every sync and is locked in Lane; a date cleared in the CRM leaves Lane's date as it was. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.