1. To manage your customers, click on Sales in the left-hand side menu.
2. From the options that appear, select Customers.
3. Here you will find a list of customers with information such as their email, current receivables, overdue receivables, whether they are connected to Sequence or not, as well as their status.
4. To edit a customer, click on the row corresponding to the one you wish to modify.
5. Once in the customer’s profile, click on Edit. A pop-up window will open with the customer’s information.
6. Modify the fields you consider necessary, then click on Confirm.
7. To delete a customer, you can click on the trash icon in the customer’s profile.
8. A pop-up window will ask you to confirm whether you want to delete the customer. Click on Confirm.
9. To return to the customer list, click on the left arrow.
10. You can also delete a customer from the list by clicking on the three-dot icon and then selecting the Delete option.
11. To locate a specific customer, use the search bar and the filters located above the table. You can filter by receivables, tags, or status.
12. To remove the filters, click on the “X” icon.
