For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/customers-tab.md.
  • English
  • What is the "Customers" tab in Clickmax?

    The "Customers" tab is your contact base: it gathers everyone who has bought a product or interacted with your funnels. For each contact you see the name, email, phone, products purchased and the history of their relationship with the business.

    From there you organise contacts into lists and segments and track opportunities in pipelines.

    If it didn't work

    • Don't see the tab or the contacts? It may be a missing permission on the project: see No permission.
    • Missing contacts you expected to find? Check your plan's contact limit.