Adding A New Customer

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Step #1

Click here to add a new “Customer”.


Step #2

Click “Create Customer”


Step #3

Enter “Customer Name”


Step #4

Select “Status”.


Step #5

Enter “Primary Contact”


Step #6

Enter “Primary Contact Email”.


Step #7

Enter “Primary Contact Phone”.


Step #8

Enter “Primary Position”


Step #9

Upload any related documents to your customer (Optional).


Step #10

Enter a “Secondary Contact” (Optional).


Step #11

Add an “Action Item” associated with this customer.


Step #12

Add an “Action Item” associated with this customer.