> ## 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.

# Customer Management

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

## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/customers.mp4" autoplay playsinline controls title="Customers Overview" />
</div>

<Steps>
  <Step title="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)
  </Step>

  <Step title="Classify the customer">
    Classify based on:

    * **Type**: Business or Individual
    * **Sub-Type**: Specific category under the type
  </Step>

  <Step title="Add status information">
    Assign a status and sub-status:

    * **Status**: Current status of the customer
    * **Sub-Status**: Additional status detail
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Customer list interface

Once added, customers appear in a table with their information:

| Name | Email                                   | Phone        | Actions          |
| ---- | --------------------------------------- | ------------ | ---------------- |
| US   | [test@gmail.com](mailto:test@gmail.com) | 202 555 0000 | \[Action Button] |

Click **Actions** to view detailed information:

### Customer details

* **First Name:** Tony
* **Email:** [test@gmail.com](mailto: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. 👤