---
title: Customer Management
description: en
---

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1. [Breadboard Help Center](https://kb.breadboard.com/?hsLang=en-us)
2. [Features](https://kb.breadboard.com/features?hsLang=en-us)

# Customer Management

### Management

The **Customers** feature allows you to manage all your customer information in one centralized location. This includes company information, contact details, and project associations.

### How to Manage Customers

1. **Accessing the Feature**: 
     - Navigate to the "Customers" tab from the main dashboard.

![Screenshot 2024-07-15 at 2.20.19 PM](https://kb.breadboard.com/hs-fs/hubfs/Knowledge%20Base%20Import/Screenshot%202024-07-15%20at%202_20_19%20PM-1.png?width=670&height=232&name=Screenshot%202024-07-15%20at%202_20_19%20PM-1.png)

1. **Add New Customer**: 
     - Click on the "Add Customer" button.
     - Fill in the necessary information such as customer name, contact details, and any relevant notes.
     - Save the information to add the customer to your database.
2. **Edit Customer Information**: 
     - Select a customer from the list.
     - Click on the "Edit" button to update contact details, notes, or any other relevant information.

![Screenshot 2024-07-15 at 2.19.44 PM](https://kb.breadboard.com/hs-fs/hubfs/Knowledge%20Base%20Import/Screenshot%202024-07-15%20at%202_19_44%20PM-1.png?width=670&height=280&name=Screenshot%202024-07-15%20at%202_19_44%20PM-1.png)

### Bulk Upload

1. **Contacting Support** ([support@breadboard.com](mailto:support@breadboard.com)): 
     - If you have a large amount of customer data to upload, contact Breadboard support for assistance. 
           - The following information is helpful when uploading a list of customers: 
                   - Customer Internal ID
                   - Customer Name
                   - Customer URL
                   - Contact First Name
                   - Contact Last Name
                   - Contact Phone Number
                   - Contact Email Address
                   - Contact Title
                   - Contact Internal ID
     - Provide the support team with the data files in the required format.
2. **Backend Upload**: 
     - The support team will assist in uploading the data through the backend, ensuring all information is correctly imported and formatted.
3. **Verification**: 
     - After the upload, verify the data to ensure accuracy and completeness.

 

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