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This section covers how to create, organize, and manage customer records in Qwoty. Customers are the foundation of your sales process—every quote, order, and contract is linked to a customer account. You’ll learn how to build your customer database, segment customers for pricing and catalog access, and track all deal activity in one place.

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Reference

Customer anatomy

Field structure and customer profile organization

Customer lifecycle

How customer status changes from prospect to active account

Customer segments

Group customers for targeted pricing and catalog access

Custom fields

Add custom data fields to customer records

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Guides

Create a customer

Add new customers to your database

Import customers

Bulk upload customer records from CSV

Link quotes to customers

Associate quotes, orders, and contracts with customer accounts

Merge duplicate customers

Combine duplicate customer records