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” is selected by default. If you have selected “Business” for the “Customer Type”, you will then need to enter the customer’s company’s name under “Company Name”. You may also choose to enter a business phone number under “Business Phone”. Afterward, or if you selected “Consumer”, you will need to select a “Source”. This is how the customer heard of your business. The options are “Google”, “Passer By”, “Website”, or “Word of Mouth”. You can add or remove these options in the settings under “Customer Sources”.
Once you have done this, you can move on to entering contact information. Start by selecting a “Title”, then enter a “First name” and “Last name”. Options for “Title” can be removed or added in the settings under “People (Contacts) Settings”. If you like, you can enter an email address under “Email”, whether or not you want to send the customer a welcome email under “Send Welcome Email” (“Yes” is selected by default), a mobile phone number under “Mobile Number”, or a direct line phone number under “Direct Line”. If you selected “Business” for the “Customer Type” earlier, you can also choose to enter the customer’s position within the company under “Position”.
Afterward, you can enter details about the customer’s primary address. Enter their main street address under “Street Address 1”, their “Town”, their “Postcode”, and select their “Country”. When selecting a “Country”, “United Kingdom” and “United States” will be at the top, after which a list of countries will be displayed in alphabetical order. Once you’ve filled in this information, you may enter a secondary address under “Street Address 2” and a “County”. Once you have entered all of the required information and any relevant optional information, click “Create Customer” to save the customer.
If you’ve done it right you should be looking at the customer’s page, showing all of the customer’s information. If not, you may have left a few required fields empty or entered invalid information. Any empty required fields will be highlighted in red and have a red message underneath them telling you that the field is required. You should enter the relevant information into the required fields if you want to continue. If you have entered invalid information, then a speech bubble with a yellow exclamation mark icon should appear under the invalid field explaining why it is invalid.
Once you have fixed all of the issues and clicked the “Create Customer” button, the customer should be saved as usual and you will be sent to the customer’s page.
