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

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Registrations

> Understand where customers, prospects, message templates and social publications are in Notfy and how these registrations connect.

The **Registrations** group gathers the information that feeds service and sales: who your contacts are, which standardized messages you use and what you publish on social media.

## When to use

* Manually register a customer or a sales opportunity.
* Import a list of contacts from a spreadsheet.
* Create message templates for WhatsApp or email.
* Check a contact's history and data before talking to them.

## What exists in Registrations

| Menu item | What it is for | Page |
| :- | :- | :- |
| **Customers** | People and companies that already buy from you. | [Register a customer](https://docs.notfy.ai/en/cadastros/cadastro-cliente.md) |
| **Prospects** | Sales opportunities in progress, with stage, value and owner. | [Prospects and labels](https://docs.notfy.ai/en/cadastros/leads.md) |
| **Templates** | Groups the **Message Templates** (WhatsApp and email) and other document templates. | [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md) |
| **Imports** | Brings customers, prospects, contacts and vehicles from a CSV spreadsheet. | [Import registrations](https://docs.notfy.ai/en/cadastros/importacoes.md) |

> [!NOTE]
>
> The items that appear in your menu depend on the company's plan, segment and your access group's permissions. If an item does not appear, ask the administrator to check in **Settings → Roles & Permissions**.

**Social Publications** are in another place in the menu (**Management → Marketing**), but are part of this set of content. See [Social publications](https://docs.notfy.ai/en/cadastros/publicacoes-sociais.md).

## How registrations connect

* A new contact arriving through a channel becomes a **prospect** when **Automatic Lead Creation** is on in the integration, or when you register it manually or import a spreadsheet.
* The prospect moves through the **Pipeline** stages. When marked as won, it is linked to a **customer**.
* **Templates** are used in sends that need a standardized message, such as bulk sends and follow-ups.
* The customer tabs gather financial data, vehicles, processes, signatures, documents and attachments according to the active modules. See [Customer record tabs](https://docs.notfy.ai/en/cadastros/abas-do-cliente.md).

## Import a spreadsheet

The **Customers** and **Prospects** lists have the **Import spreadsheet** button. There you download a sample spreadsheet, upload your file, map the columns and choose what to do with records that already exist: **Ignore (do not change what already exists)** or **Update with spreadsheet data**. Each import accepts up to 10,000 rows. When it finishes, you receive the **Import completed** notification with the option to download the report of rows with problems.

> [card] [Prospects and labels](https://docs.notfy.ai/en/cadastros/leads.md)
>
> How opportunities are born, change stages and become customers.

> [card] [Register a customer](https://docs.notfy.ai/en/cadastros/cadastro-cliente.md)
>
> Step-by-step of the customer form.

> [card] [Import registrations](https://docs.notfy.ai/en/cadastros/importacoes.md)
>
> Use CSV to add several records.

> [card] [Customer tabs](https://docs.notfy.ai/en/cadastros/abas-do-cliente.md)
>
> Check everything related to the customer.

> [card] [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md)
>
> Meta-approved messages and email templates.

> [card] [Sales pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Board view of the same prospects.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.