Access: CRM → Customers (/crm/customers).
Customer table

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The customer table

Default columns: avatar, name, primary email, company, owner, score, created date. Customize via the column menu.

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Single-row actions

+ Add customer modal:
  • Full name (required)
  • First contact (channel + value)
  • Company (pick or quick-create via the company dialog)
  • Owner
  • Tags
  • Language, country
  • Owner — mine / unclaimed / specific user
  • Tag — multi-select
  • Segment — belongs to segment
  • Country / Language
  • Has inbound — flag if any inbound message exists
  • Score range — fit score per product
  • Created date — range
Customer drawer → action menu:
  • Claim — assign yourself as owner
  • Unclaim — release if you’re the owner
  • Release — admin only, removes any owner
  • Reassign — admin only, assigns another user

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Bulk operations

Check rows → the bulk action bar appears:

Bulk Claim

Claim multiple customers at once.

Bulk Release

Release multiple customers from their owner.

Bulk Tag

Add one or more tags to many customers. Missing tags are auto-created.

Bulk Segment

Add to / remove from a (static) segment in bulk.

Bulk Merge

Merge duplicate customers into one primary:
  • Contacts move to the primary
  • Activity log preserved on both
  • Deals/notes/tasks move to the primary
  • The secondary customer is archived

Bulk Remove

Archive multiple customers (NO hard-delete). Still visible under the “Archived” filter.

Export CSV

Download customers + contacts matching the current filter as CSV.
Bulk Merge is irreversible. Two-step confirm dialog. Back up a CSV first if you’re unsure.

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Customer detail drawer

Click a row → the drawer slides in with 4 tabs:
  • Identity: name, avatar (auto-gravatar by email), language, timezone, country
  • Company: click the name to open the company drawer
  • Owner section: who is responsible + claim/release buttons
  • Contacts: channel list (primary first, inline-edit)
  • Tags: add/remove chips
  • Custom fields: from org config

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Suppression

Each contact (not the customer) can be suppressed. Reasons: unsubscribe / bounce / complaint / manual / do_not_contact. Suppress / Unsuppress from the customer drawer → Profile tab → ”…” menu on the contact row. After suppression: every automated send and manual cold outreach skips the contact.
Unsuppression requires a note explaining the reason (audit trail). Use only when the customer truly changed their mind or it was a mistake.

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CSV import

See CSV Import. Summary:
  • Standard columns: first_name, last_name, email, linkedin_url, company_name, tags, segment_id, owner_email
  • 4-step wizard: upload → map → preview → submit
  • Background job with an error report for failed rows
  • Imports run in the background — UI is not blocked