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Documentation Index

Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt

Use this file to discover all available pages before exploring further.

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. 👤