Adding A New Customer

You are here:
← All Topics

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 “Street Address”


Step #6

Enter “City”


Step #7

Enter “Province/State”


Step #8

Enter “Country”


Step #9

Enter “Type of Sale”


Step #10

Enter “Primary Contact”


Step #11

Enter “Primary Contact Email”.


Step #12

Enter “Primary Contact Phone”.


Step #13

Enter “Primary Position”


Step #14

Upload any related documents to your customer (Optional).


Step #15

Enter a “Secondary Contact” (Optional).


Step #16

Add an “Action Item” associated with this customer.


Step #17

Click “Create Customer”.


Step #18

Click “Save Customer”

PHP Code Snippets Powered By : XYZScripts.com