---
title: "Customer Management"
hidden: true
mode: wide
search:
  exclude: true
---

<div className="hc-grid">
  <a className="hc-card" href="/customer-management/add-contact"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/add-contact.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:53</span></span><span className="hc-title">How do I add a new contact in Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/edit-contact"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/edit-contact.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:49</span></span><span className="hc-title">How do I edit a customer's contact details?</span></a>
  <a className="hc-card" href="/customer-management/companies"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/companies.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:05</span></span><span className="hc-title">How do companies work in Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/contact-notes"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/contact-notes.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:45</span></span><span className="hc-title">How do I add notes to a contact in Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/import-customers"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/import-customers.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:58</span></span><span className="hc-title">How do I import my customers into Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/bulk-message"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/bulk-message.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:44</span></span><span className="hc-title">How do I send an SMS or email to multiple contacts at once?</span></a>
  <a className="hc-card" href="/customer-management/customer-reminder"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/customer-reminder.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:56</span></span><span className="hc-title">How do I set a reminder for a customer?</span></a>
  <a className="hc-card" href="/customer-management/contacts-page"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/contacts-page.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:56</span></span><span className="hc-title">How do I use the Contacts page?</span></a>
  <a className="hc-card" href="/customer-management/call-details"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/call-details.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:03</span></span><span className="hc-title">Where do I find a customer’s call details, summary and recording?</span></a>
  <a className="hc-card" href="/customer-management/contact-record"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/contact-record.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:10</span></span><span className="hc-title">What's on a contact record in Sophiie?</span></a>
</div>