Squarebox
  • Welcome to Squarebox Docs!
  • 🗒️Onboarding Procedure
    • Prerequisites for Onboarding
    • How to Sign Up for Squarebox
    • Connecting Whatsapp
    • Meta Business Verification
    • Messaging Limits & Quality Ratings
  • 👥Customers & Segments
    • Custom Columns
    • Importing Customers
    • Customer Details
    • Search and Filter
    • Column Customization
    • Bulk Actions
    • Segments
  • 📔Templates
    • WhatsApp Templates
    • Template Library
  • Automations
  • 🖼️Media Library
    • Assets
    • Dynamic Image Generation
    • Layouts
  • 📤Campaigns
    • Basic Campaigns
    • Campaigns with Rules
    • Retargeting Campaigns
    • Campaign Status and Performance
    • Use Cases for Campaigns
  • 🗣️CHat
    • Key Features
    • User Roles & Permissions
    • How Chats Work
    • Chat search
  • 🔗Integrations
    • Google Sheets Integration
  • 📍Others
    • Team Management
    • Plan & Billing
    • Profile & Business Details
    • Notifications
  • Test team
  • Advanced Preferences
  • Knowledge Base
  • Automations and triggers
    • Overview
    • Auto Messages (Trigger-Based Automations)
    • Performing Internal Actions
    • Exit Conditions and Real-Time Use Cases — Education & Real Estate
    • Page
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On this page
  • 1. Adding a New Customer
  • 2. Editing Customer Details
  • 3. Deleting a Customer
  1. Customers & Segments

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.

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Last updated 6 months ago

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.

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