Use customer data tables to view and manage customer data.
By default, customer data is split into two segments:
- Leads: Customers with no payments (payment count < 1)
- Customers: Customers with one or more payments (payment count > 1)
To view segment filters, press Filters in the top right. To add or manage segments, see Segments.
Select a topic:
Manage customer information
Add, edit, and manage customer data.
Manage customer payments and billing
Manage payments, orders, refunds, and subscriptions.
Manage payout requests
Configure, view, and manage payout requests.
Manage customer compliance
Manage blocklists, KYC documents, AML checks, and create compliance screening reports.