2 min readUpdated Oct 5, 2026customers, contacts
Create a Customer
Add a customer (contact) manually in LeadPattern — name, phone number and details — so you can message, tag and segment them.
In LeadPattern, the people you talk to are Customers (your contacts). You can add one by hand whenever you meet a new lead — just a phone number and a name are enough to get started.
Add a customer manually
1
Open Customers
Go to Customers and start a new customer.
2
Enter the phone number
Add the WhatsApp number in full international format. This identifies the customer on WhatsApp.
3
Add a name
Give the customer a name so they're easy to recognize in the inbox and lists.
4
Fill in details (optional)
Add any custom fields and tags you use to organize contacts. See Custom fields and
Customer tags5
Save
The customer is created and ready to message, tag and segment.
After you add a customer
- Start a conversation — reach out with an approved template. See Start a conversation
- Organize with tags — label the customer for easy filtering. See Customer tags
- Group into segments — combine filters to target broadcasts. See Customer segments
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