Title
Create New Customer in CRM
Description
This guide explains how to create a new customer in CRM
Procedure
STEP 1 - From the Dashboard, locate and select the "Customer" option.
STEP 2 - In the Customer section, look for the "New Customer" option.
STEP 3 - Click on "New Customer" to initiate the process.
STEP 4 - You will now be prompted to enter customer details.
STEP 5 - Please fill in all necessary information such as Company name, contact information, etc.
STEP 6 - After entering the customer details and move to access the custom fields section.
STEP 7 - Look for the UEN field and input the relevant information.
STEP 8 - In the custom fields, locate the Company Industry field.
STEP 9 - Input the appropriate details regarding the company's industry.
STEP 10 - In the custom fields, find the Referral field and enter any referral information if applicable.
STEP 11 - Proceed to the Billing & Shipping section and enter the Billing Address details as required.
STEP 12 - If the Billing Address and Shipping Address are the same, use the "Copy Billing Address" button to duplicate the information.
STEP 13 - Click "Save and Create Contact" if you want to add this customer to your contacts.
STEP 14 - In the Create Contact section, input the customer's details.
STEP 15 - To generate a password, simply click the "Refresh" button and configure permissions as needed.
STEP 16 - Finally, click on "Save" to create the contact.
Video Demonstrates the Steps Above