Keep a customer list (Mini CRM)

Customers is a simple customer list shared by all your accounts. Messages you receive are matched to it automatically, and you can send a campaign to a whole group of customers.

Add a customer

1. Click Customers in the left menu.
2. Click Add customer.
3. Type the Name.
4. Type the WhatsApp number, country code first, with no symbols.
5. Type the Email and choose the Country if you want.
6. Type the Address if you want. You can use it in messages as [[VAR3]].
7. Click one or more Types, such as Customer or VIP.
8. Click Save.

Edit a customer and add notes

1. Click Open on the customer's row.
2. Change any details you need.
3. To note what happened, type it in History and click Add to history. The date and time are added.
4. To keep a file, such as an invoice, click Attach files.
5. Click Save.

Import or export

1. Click Import file and choose a .txt or .csv file with name and number on each line. Imported people get the type Lead.
2. Click Export to save your list as a file.

Find customers

1. Type in Search name, number, email to find someone.
2. Choose a type in the All types list to see only that type.
3. To delete a customer, click Delete on their row.