Before you start
The Customers area provides a central record for each company or person you sell to. It brings fiscal identity, addresses, phone numbers, contacts, notes, activity, opportunities, invoices, and signatures together so sales and administration work from the same information.
Information
Contacts and opportunities require CRM, while invoices require Invoicing. Visible content and actions also follow the relevant Customers, CRM, and Invoicing permissions.
Import customers
- Open Import customers.
- Review or download the required structure.
- Prepare a CSV file no larger than 10 MB.
- Check names, tax IDs, countries, and emails.
- Upload it and review every row's result.
Run a small sample first and check for duplicates before loading the full portfolio.
Configure categories, stages, and fields
From CRM settings, maintain:
- Customer categories, to classify the portfolio;
- Customer stages, to represent the relationship lifecycle;
- CRM custom fields, for company-specific data.
Order stages in lifecycle sequence and avoid overlapping categories. Before making information mandatory, confirm that the team can obtain and maintain it reliably.
Result
You can verify the result on the settings page, in the list, or through the status described above.
Common problems
If an option is missing, check that the module is active and that you have the required permission and record scope. If the configuration is correct and the problem continues, keep the message shown and contact support.