Create Customers
How do I create a Prospect or Client?
Monique Le Roux
Last Update a month ago
Plus Button > Customer
Please click on the button below to be redirected to our training video on creating Prospects and Clients:
The Plus Button: Create Customers
Press the plus button in the bottom right of your screen:
Click on customer:
Customers require a name, an address & a phone number when creating them from the plus button. This is what a blank create customer form looks like:
The address line should begin auto-completing as you are typing & you will need to select the correct address from the given list.
Please ensure that you select the correct option - Either a Prospect or a Client.
If you have more information about the Prospect or Client, click on the MORE button:
This will allow you to fill in even more information about the customer before you create it.
Once you have filled in all of the information, click CREATE, and the customer will be created.
Tip 1: Telephone numbers may have spaces in them, but no brackets or hyphens may be included.