CRM → Customers (/crm/customers).
Customer table
The table shows avatar, name, primary email, company, owner, score and created date. The column menu changes which of those appear.

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Add a customer

New Customer opens a modal asking for a full name and a first contact, which is a channel plus its value. Company, owner, tags, language and country are optional, and the company field can create a company inline.

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Search and filter

The search box matches name, email, LinkedIn URL, phone, Telegram chat ID, company name and company domain. Filters narrow the table by owner (mine, unclaimed, or a named user), tag, segment, country, language, score range and created date.

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Claim a customer

Claiming says who is expected to work a customer, so two reps do not contact the same person on the same day.
  • Claim in the customer drawer makes you the owner. A customer someone else has already claimed cannot be claimed out from under them.
  • Unclaim puts them back in the pool.
  • Ticking rows in the table gives you bulk claim and bulk release for many customers at once.

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Contacts

The Profile tab of the drawer lists the customer’s channels. + Add contact adds one, Set as primary decides which is used when nothing specifies a channel, and Unlink detaches a contact while keeping its message history.

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Bulk operations

Tick rows and the bulk bar appears: claim, release, add tags (missing tags are created), add to or remove from a static segment, archive, export the current filter as CSV, and merge. Merging picks a primary customer and folds the others into it. Contacts, deals, notes and tasks move to the primary; the activity log stays readable on both; the secondary is archived.
A merge cannot be undone. The dialog asks twice. Export a CSV first if you are unsure which record should survive.
Archiving is the closest thing to a delete: the customer is hidden from the table and reachable under the Archived filter.

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The detail drawer

Clicking a row slides in a drawer with four tabs.
Name, avatar, language, timezone and country; the company, which links through to the company drawer; the owner and the claim buttons; the contact list; tags; and any custom fields your org has configured.

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Suppression

Suppression is set on a contact, not on the customer, so you can stop emailing someone while still messaging them on LinkedIn. Reasons are unsubscribe, bounce, complaint, manual and do_not_contact. Suppress and unsuppress from the ”…” menu on a contact row in the Profile tab. Once suppressed, every campaign send and every manual send skips that contact.
Unsuppressing asks for a note explaining why, which stays in the audit trail. Do it when the customer asked to hear from you again, or when the suppression was a mistake.

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CSV import

Load many customers at once with Import from CSV in the ”…” menu. The file needs an email column; firstName, lastName, phone, company, jobTitle, location, industry, linkedinUrl and telegramUsername are optional, and any column EDGR does not recognise is kept as an extra field. See CSV Import.