CRM

Adding People to a Customer

Some customers (especially business customers) will have multiple people associated with them. Adding people to a customer is simple. In the customer’s page, find the “People” section and click the “+” icon. Now we need to enter the information about the new person. You’ll need to enter the person’s “First name”, the person’s “Last name”, […]

Multiple Sites/Addresses

Some customers may have multiple sites or addresses. This may be because they are a business with multiple offices or a consumer with multiple living addresses. Adding an additional address to a customer is really easy. In the customer’s page, find the “Sites” section and click the “+” icon. Now we can enter the details […]

Creating Customers

Adding a customer is a simple process. First, click the customer icon in the left navigation. Then click the “Create New Customer” button near the top of the website. Now its time to enter the customer’s details. First, you need to select whether the customer is a “Business” or a “Consumer” under “Customer Type”. “Business” […]