Add customer records, search them, assign them to an agent, add them to lists, and restore deleted ones.
What is this section for?
The Customers page is the heart of the CRM. Information about everyone who has contacted your business or made a purchase is kept here. Quotes, deals, tasks, surveys, and message sending are all done through these records.
Path: Left menu → Contacts → Customers
Customers list (overview)
How do I add a customer?
Click the New Customer button.
Fill in the form:
Field
Description
First name, Last name
The customer’s first and last name
Mobile
Mobile phone. First select the country from the flag on the left (default Türkiye +90), then type the number; the system adds the spaces. See Entering Phone Numbers
Email
Optional
Language
The language of messages sent to the customer
Customer group
Groups you define yourself, such as “VIP” or “Wholesale”
Agent
The employee responsible for the customer
If you want to add your own fields, click the Add Field button. For example “Vehicle plate” or “Birthday”.
Click Save.
New customer form
For a quick entry without leaving the list, use the Quick Add window; for a small change, use the Quick Edit window.
If you try to create a second record with the same phone number, the system warns you. Pay attention to the warning; duplicate records distort your reports.
How do I find a customer?
Search box: Type a first name, last name, email, or phone number.
Filters: Narrow down by group, agent, or type.
Columns: You can choose which columns to show in the table. Example columns: Last Deal, Last Sales Status, Quote Date, Agent, Created date.
Search and filters
Row actions
Each customer’s row has the following actions:
Assign agent
Links the customer to an employee. This requires the “assign agent” permission.
Add to list
Adds the customer to a static list. Lists are used for bulk messages and task assignments. See Lists.
Set type
Marks the person as a lead or a customer.
WhatsApp / Call
Opens the WhatsApp conversation or launches the phone app with one click.
Single Send
Sends a WhatsApp template of your choice only to this person.
New Quote
Opens the window for creating a quote for the customer. See Quotes.
Send Survey
Sends a satisfaction survey to the customer. See Surveys.
Contact card
Click a customer’s name to open their card. The card shows the following in boxes:
Information: Name, phone, email, agent
Custom Fields: The fields you added
Other Data: Additional information such as source and language
Loyalty: Points balance and recent activity; you can add points or redeem a reward from here. See Loyalty Program
Quotes, reminders, surveys, e-commerce orders
Contact card
Deleting, restoring, and permanently deleting
When you delete a customer, the record does not disappear immediately; it goes to the “trash.”
Click Show deleted in the list.
Use Restore next to the record you want to bring it back.
If you want to remove it completely, click Delete permanently.
Permanent deletion cannot be undone. Only an admin can do this. If you are not sure, leave the record among the deleted ones.
Who sees which customer
The admin selects the “customer agent visibility” setting under Account Settings → Features:
Assigned: Each employee sees only the customers assigned to them.
Everyone: Everyone sees all customers.
Common mistakes
Not selecting the country for a foreign number: The number is saved as a Türkiye number and WhatsApp sending fails. Select the correct country from the flag first.
Saving the same person twice: Do not proceed despite the warning.
Forgetting to assign an agent: If your account uses “assigned” visibility, no one may be able to see an unassigned customer.
