Adding A New Customer

Step #1

Click here to add a new “Customer”.

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Step #2

Click “Create Customer”

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Step #3

Enter “Customer Name”

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Step #4

Select “Status”.

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Step #5

Enter “Street Address”

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Step #6

Enter “City”

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Step #7

Enter “Province/State”

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Step #8

Enter “Country”

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Step #9

Enter “Type of Sale”

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Step #10

Enter “Primary Contact”

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Step #11

Enter “Primary Contact Email”.

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Step #12

Enter “Primary Contact Phone”.

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Step #13

Enter “Primary Position”

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Step #14

Upload any related documents to your customer (Optional).

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Step #15

Enter a “Secondary Contact” (Optional).

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Step #16

Add an “Action Item” associated with this customer.

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Step #17

Click “Create Customer”.

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Step #18

Click “Save Customer”