Customers and leads

One record per person

Every customer in yaya is one record, matched by email address. The record holds their details, messages, notes and invoices.

How people get in

• Contact form. A message sent through your published site creates a customer, or adds a message to the existing one with the same email.
• Add by hand. Use New customer on the Customers page.
• Import. Upload a CSV, JSON or vCard file.

Lead or customer

A person counts as a customer once one of their invoices is paid. Everyone else is a lead. Open their record and check the Invoices tab to see which one they are.

Where to look

• Customers lists everyone. Click a name to open their record.
• Open a record and click Messages to read what they sent through your site.
• Inbox lists messages from your site and mailboxes.

Questions

Why is a customer missing? Search by email. A second form message from the same email lands on the existing record, not a new row.

Can my team see this? Anyone on the team can open Messages on a customer.

Next steps

• Add a customer
• Open a customer and read their history
• Search, sort and filter customers
• Import and download contacts