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.