Learn how to add, import, and manage your customer database effectively. This guide shows you how to organize and maintain your customer information.

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🎥 Video walkthrough

1

Add basic information

Fill in the basic details:
  • Name: Customer’s full name
  • Email: Customer’s email address
  • Phone Number: Customer’s phone number
  • Address: Customer’s address
  • State: State of residence
  • City: City of residence
  • Zip Code: Zip code
  • Website: Customer’s website (if applicable)
2

Classify the customer

Classify based on:
  • Type: Business or Individual
  • Sub-Type: Specific category under the type
3

Add status information

Assign a status and sub-status:
  • Status: Current status of the customer
  • Sub-Status: Additional status detail
4

Add pipeline information

Provide pipeline details:
  • Lead Source: Where the lead came from
  • Lead Status: Status of the lead
  • Pipeline Status: Stage in the pipeline
  • Pipeline Sub-Status: Additional pipeline detail
5

Add additional information

Fill in custom fields as needed:
  • Title: Customer’s title (if applicable)
  • BP Status: Business Partner status
  • Primary Assignment: Assigned person for primary contact
  • Secondary Assignment: Assigned person for secondary contact
  • Subscription Status: Customer’s subscription status
  • Custom Fields: Any other specific fields
6

Import customers in bulk

To import customers:
  1. Click Import Customers in the customer section.
  2. Drag and drop your CSV file, or click to upload.
  3. Select the fields to map to your rows.
  4. Optionally, specify a prompt to modify or enhance the uploaded CSV data before import.
  5. Click Import to complete the process.

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Customer list interface

Once added, customers appear in a table with their information:
NameEmailPhoneActions
UStest@gmail.com202 555 0000[Action Button]
Click Actions to view detailed information:

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Customer details

  • First Name: Tony
  • Email: test@gmail.com
  • Phone Number: 202 555 0111
  • City: US
  • Zip Code: 987805
  • Website: N/A
Add, classify, and manage your customers efficiently to keep your business organized and responsive. 👤