Add, edit, search, and manage your entire customer base from one central dashboard.

Steps

1. Go to Customers from the main navigation
2. View your customer datatable with all customer records
3. Use the search bar to find customers by name or email
4. Apply filters to segment by status or customer type
5. Click on a customer to view or edit their details
6. Use the Create button to add new customers manually

Outcome

Full control over your customer database — search, filter, sort, edit, and manage all customer records from one place.

Tips

• Use filters to quickly find referrers vs. referred customers
• Assign referrers directly from customer profiles to build your referral network