When to use
- Manually register a customer or a sales opportunity.
- Import a list of contacts from a spreadsheet.
- Create message templates for WhatsApp or email.
- Check a contact’s history and data before talking to them.
What exists in Registrations
The items that appear in your menu depend on the company’s plan, segment and your access group’s permissions. If an item does not appear, ask the administrator to check in Settings → Roles & Permissions.
How registrations connect
- A new contact arriving through a channel becomes a prospect when Automatic Lead Creation is on in the integration, or when you register it manually or import a spreadsheet.
- The prospect moves through the Pipeline stages. When marked as won, it is linked to a customer.
- Templates are used in sends that need a standardized message, such as bulk sends and follow-ups.
- The customer tabs gather financial data, vehicles, processes, signatures, documents and attachments according to the active modules. See Customer record tabs.
Import a spreadsheet
The Customers and Prospects lists have the Import spreadsheet button. There you download a sample spreadsheet, upload your file, map the columns and choose what to do with records that already exist: Ignore (do not change what already exists) or Update with spreadsheet data. Each import accepts up to 10,000 rows. When it finishes, you receive the Import completed notification with the option to download the report of rows with problems.Prospects and labels
How opportunities are born, change stages and become customers.
Register a customer
Step-by-step of the customer form.
Import registrations
Use CSV to add several records.
Customer tabs
Check everything related to the customer.
Message templates
Meta-approved messages and email templates.
Sales pipeline
Board view of the same prospects.