Register a customer

Step-by-step guide to registering a customer in Notfy: personal data, document, WhatsApp, address and notes, and how to open the conversation afterwards.

The customer registration stores the data of people who already buy from you and keeps the relationship history in one place.

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When to use

• Directly register someone who is already a customer, without going through the sales funnel.
• Complete the data of a customer created when a prospect was won.
• Prepare the base before starting conversations on WhatsApp.

To bring in many customers at once, use Import spreadsheet in the list itself. See Registrations.

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How to register

1. Open the customer list

   In the menu, go to Registrations → Customers.

2. Create the record

   Click Create at the top of the screen.

3. Fill in the Customer Data tab

   Enter at least the Full Name and the Document, which are required. Also fill in Email, Phone and WhatsApp when you have them.

4. Complete the address and notes

   In the Address tab, enter ZIP code, street, number, neighborhood, city and state. In the Notes tab, record any information useful to the team.

5. Save

   Click Create. To register several in sequence, use Create & create another.

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Form fields

Field	Tab	Notes
Full Name	Customer Data	Required. Saved in uppercase letters.
Birth Date	Customer Data	Optional.
Document	Customer Data	Required. Use the icon next to the field to switch between CPF, CNPJ and international document (passport or others).
Email	Customer Data	Optional.
Phone	Customer Data	Optional. Mask (00) 00000-0000.
Country	Customer Data	Defaults to the company’s country. Change it for customers from another country.
WhatsApp	Customer Data	With country code. In Brazil: 55 + area code + number. Outside Brazil, the form guides you on the code of the chosen country.
Active Customer	Customer Data	On by default.
Address	Address	ZIP code, street, number, complement, neighborhood, state and city.
Notes	Notes	Free text.

Depending on the company’s segment and plan, the customer record also shows additional sections, such as vehicles, documents, attachments, processes and financial.

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Open a conversation with the customer

In the list, open the actions menu (three dots) on the row and choose Open WhatsApp. Select the WhatsApp integration you want to use and Notfy opens the Chat with the customer’s conversation already in human service. For this, the customer must have WhatsApp or Phone filled in and the company must have an active WhatsApp integration.

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Delete customers

Deletion is done by selecting rows and using the Delete selected action. Customers that already have tax invoices (notas fiscais), invoices, charges, signatures or orders cannot be deleted: the system tells you which records are blocking it.

The customer stopped buying. Do I need to delete?

No. Turn off Active Customer when editing to keep the history and flag the record as inactive.

The number appears without the country code. Is that right?

Notfy normalizes the number when saving, using the country chosen in the record. If the contact is from another country, adjust the Country field before saving.

Prospects and labels

How an opportunity becomes a customer.

Privacy and LGPD

Data subject requests.