Skip to main content
The customer registration stores the data of people who already buy from you and keeps the relationship history in one place.

​
When to use

  • Directly register someone who is already a customer, without going through the sales funnel.
  • Complete the data of a customer created when a prospect was won.
  • Prepare the base before starting conversations on WhatsApp.
To bring in many customers at once, use Import spreadsheet in the list itself. See Registrations.

​
How to register

1

Open the customer list

In the menu, go to Registrations → Customers.
2

Create the record

Click Create at the top of the screen.
3

Fill in the Customer Data tab

Enter at least the Full Name and the Document, which are required. Also fill in Email, Phone and WhatsApp when you have them.
4

Complete the address and notes

In the Address tab, enter ZIP code, street, number, neighborhood, city and state. In the Notes tab, record any information useful to the team.
5

Save

Click Create. To register several in sequence, use Create & create another.

​
Form fields

Depending on the company’s segment and plan, the customer record also shows additional sections, such as vehicles, documents, attachments, processes and financial.

​
Open a conversation with the customer

In the list, open the actions menu (three dots) on the row and choose Open WhatsApp. Select the WhatsApp integration you want to use and Notfy opens the Chat with the customer’s conversation already in human service. For this, the customer must have WhatsApp or Phone filled in and the company must have an active WhatsApp integration.

​
Delete customers

Deletion is done by selecting rows and using the Delete selected action. Customers that already have tax invoices (notas fiscais), invoices, charges, signatures or orders cannot be deleted: the system tells you which records are blocking it.
No. Turn off Active Customer when editing to keep the history and flag the record as inactive.
Notfy normalizes the number when saving, using the country chosen in the record. If the contact is from another country, adjust the Country field before saving.

Prospects and labels

How an opportunity becomes a customer.

Privacy and LGPD

Data subject requests.
Last modified on November 10, 2026