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.Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
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
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