Describe customers and suppliers

Open Customers or Challenges

1. Open Company Profile.
2. Select Customers to describe demand, or Challenges to describe supplier needs and requirements.
3. Add the current partner or a description of the profile you want to reach.

Record current partners

For a current customer or supplier, add its name and optional notes. Keep this list factual and update it when the relationship changes.

Describe ideal matches

For customers, describe who they are, their size, region, industry, pains, and how your company helps them. For suppliers, describe the needs or problems to address, regions, quality and compliance requirements, and how you expect to work together. Specific descriptions improve Matchmaking recommendations.

Separate current relationships from desired matches

A named current partner is evidence of an existing relationship. An ideal profile describes a future target. Do not add a desired customer as though it were already a client, and do not disclose a partner name when the relationship is confidential.

Review recommendation inputs

After saving, check industries, regions, company size, needs, pains, and compliance requirements for contradictions. Use structured fields consistently and update the record when the relationship or desired profile changes.