Contacts, Leads, Opportunities... but where are customers?

Hi, I'm new to Insightly and wonder how you organize CUSTOMERS inside the CRM?
A customer report or did I miss anything? Sorry, probably the silliest question in a CRM forum.
Thanks for your patience.
Axel

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  • Hi, I am Insightly user. 


    I am not sure what you want? 
    Usually you create the customer as a lead. Once the customers as signed/paid/whatever, the entry is converted to a contact for future reference. 

    Best regards,
    Ulrik

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