> 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
The Customer Details section in Squarebox helps you manage individual customer profiles. Add new customers, view their details, and edit or update information to keep your database accurate.
### 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.
### **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.
### **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.
