Add a customer

Create the customer record

1. Open CRM → Customers.
2. Select Add Customer to open Add New Customer.
3. Enter the customer details and complete the required fields. Use the contact information your team will use for follow-up.
4. Select Create Customer.

Verify the record

Find the customer in the Customers list and open their record. Check that the name and contact details match what you entered. For an existing spreadsheet, use Import customers.