> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/customer-details.md).

# Customer Details

### 1. **Adding a New Customer**

* Click the **Add Customer** button in the top-right corner of the **Customers** section.
* Fill in the required fields such as:
  * **Name**: Customer's full name.
  * **Mobile**: Phone number.
  * **Email**: Email address (optional).
  * **Lead Source**: Origin of the lead (e.g., Google Ads, Referral).
  * **Lead State**: Status of the lead (e.g., New, Valid - Not Responding).
  * **Custom Fields**: Fields like Budget Preference or Site Visit Date, if applicable.
* Click **Add Customer** to add the customer to the database.

<figure><img src="/files/OYcmAR3v7rBn8A0PtLnK" alt=""><figcaption></figcaption></figure>

### **2. Editing Customer Details**

* To update customer information:
  * Click the **Pencil Icon** next to the customer’s entry in the table.
  * Modify fields such as name, mobile, email, or lead state.
  * Save the changes to keep the record updated.

<figure><img src="/files/DvcfKn1hcWfIOAXG4Boy" alt=""><figcaption></figcaption></figure>

### **3. Deleting a Customer**

* To remove a customer from the database:
  * Click the **Trash Icon** next to the customer’s entry in the table.
  * Confirm the deletion in the popup.

<figure><img src="/files/sPM8UD3JtHU30kVFn6wW" alt=""><figcaption></figcaption></figure>