> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Register a customer

> Step-by-step guide to registering a customer in Notfy: personal data, document, WhatsApp, address and notes, and how to open the conversation afterwards.

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.

> [!TIP]
>
> To bring in many customers at once, use **Import spreadsheet** in the list itself. See [Registrations](https://docs.notfy.ai/en/cadastros.md).

## 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

| Field | Tab | Notes |
| :- | :- | :- |
| **Full Name** | Customer Data | Required. Saved in uppercase letters. |
| **Birth Date** | Customer Data | Optional. |
| **Document** | Customer Data | Required. Use the icon next to the field to switch between CPF, CNPJ and international document (passport or others). |
| **Email** | Customer Data | Optional. |
| **Phone** | Customer Data | Optional. Mask `(00) 00000-0000`. |
| **Country** | Customer Data | Defaults to the company's country. Change it for customers from another country. |
| **WhatsApp** | Customer Data | With country code. In Brazil: 55 + area code + number. Outside Brazil, the form guides you on the code of the chosen country. |
| **Active Customer** | Customer Data | On by default. |
| **Address** | Address | ZIP code, street, number, complement, neighborhood, state and city. |
| **Notes** | Notes | Free text. |

> [!NOTE]
>
> 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.

> [accordion] The customer stopped buying. Do I need to delete?
>
> No. Turn off **Active Customer** when editing to keep the history and flag the record as inactive.

> [accordion] The number appears without the country code. Is that right?
>
> 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.

> [card] [Prospects and labels](https://docs.notfy.ai/en/cadastros/leads.md)
>
> How an opportunity becomes a customer.

> [card] [Privacy and LGPD](https://docs.notfy.ai/en/configuracoes/privacidade-lgpd.md)
>
> Data subject requests.


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