Table of contents#
Introduction#
The Customers tab allows you to gather information about your customers in one place. Every contact with a customer will be recorded here, giving you the opportunity to view the full history - view messages and listen to conversations. If you want to test the functions of our system, add several customers - individuals or companies.
Step by step#
In this section we will show you how to add customers to your CRM.
To make it easier for you to test, the system will automatically add you as a customer with the phone number you provided at registration.
Adding a customer
1. We'll show you how to do this with an example of adding another person. Go to the Customers tab, expand the button and select Add customer.
2. Fill in the details of the customer - a name or phone number is required. You can complete the rest of the data in the next step according to your preferences and needs.
3. After completing, click .
If you want, you can add a list of customers using a ready-made CSV file.
4. As mentioned above, you can enter more data after creating a client by clicking :