The CRM keeps customer details in your current workspace. Use a single record for each customer where possible so your team can find the right phone number and context.
Add a contact
- Open CRM and select Add Contact.
- Enter the customer’s name and available details. Include the country code in a WhatsApp phone number.
- Review the fields and save. Search for the contact to confirm the record is present.
- 1Add a customer record.
- 2Choose the fields shown in your sheet.
Update a record
Open the contact record or edit a supported cell in the sheet. Press Enter to finish an inline edit, and wait for the update to complete. Use status and labels consistently across your team: “New lead” should mean the same thing to everyone.
Keep consent accurate. A stored phone number or an imported row does not by itself mean the customer agreed to receive marketing.
Make a useful view
Use Columns to choose the fields you want to see. Use filters, sorting, and grouping to focus on the current task. A saved view controls how the sheet is presented; a saved segment keeps a reusable set of filter rules for an audience.
For example, filter customers by a relevant label before preparing a follow-up. Check the resulting contacts instead of relying only on the count.
Before deleting or exporting
Confirm the selected rows and active filters. Keep exported customer files in a location intended for your team. If you need to add many contacts, use the import guide rather than entering each one manually.