Add customers to keep them out of every campaign
Companies › Active Customers has an Add customers button: add a customer by name or website, or upload a list, and Sales never contacts them. No research, no tracking.
What this solves
Keeping customers out of outreach meant tracking each one first and then marking it as an active customer. That cost research for companies you never wanted to research, and made it slow to load a full customer list.
What changed
- Add one customer by its name, its website, or both.
- Upload a CSV with company and website columns. A preview shows how many are new, already on the list, or missing a name and website before anything is saved. A template is one click away.
- Customers added this way are listed on the tab, with a search when the list is long, and can be removed one by one.
- They are kept out of every campaign straight away. A company you track later with the same name or website is treated as a customer too.
- Tracked companies you mark as active customers from Track work as before and stay in the table below.
Where to find it
Open Companies, then Active Customers, and choose Add customers.
Useful for
Sales admins loading their customer list before outreach starts, and anyone who wants to be sure a customer never gets an invitation.
About Checkgrow
Checkgrow brings company knowledge, marketing and Sales into a shared workspace. Companies finds and follows the organisations that fit your ideal customer profile, and Sales reaches the right people there in each rep's voice.