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Add customers when the team needs a reusable contact for conversations, campaigns, and customer reporting. Add Customer button

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Create A Customer

  1. Open Connect360.
  2. Go to Customers.
  3. Click Add Customer.
Connect360 customer form

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Fill Useful Details

Add the customer name and contact details your team will recognize. Add tags when the customer belongs to a useful group, such as VIP, delivery area, campaign audience, or support priority. Keep phone numbers and email addresses clean because they can affect chat matching, campaign filters, and reporting.

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After Saving

Use the customer in conversations, campaign recipient filters, templates, workflow actions, and reports. If a customer appears twice, clean up duplicates before launching a campaign.