Managing customers

What is Customer management? How does it help?

This feature helps you see a list of all of your existing customers, their email addresses, and their ticket histories, all in one place. It can be accessed from the ‘Customers’ tab in the left-hand side navigation in your SupportBee interface.

While this information and the ability to add new customers are accessible to both admins and agents, the ability to delete or modify customer information is only available for admins.
 

How can I add new customers to the customer list?

You can click on the ‘+ Customer’ option in the top left corner in the ‘Customers’ interface and add the relevant details (name and email address), and click on ‘Save Customer’ to add a new customer entry.
 

Can I import my contacts list from another service, CSV file or Excel?

Currently, we do not support importing contacts.