Creating A New Customer

Learn how to add a new customer in the CRM

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. To create a new customer hover over the ‘Customers’ tab on the main toolbar and click ‘+ New Customer’. Either use the search or Select ‘enter manually’
2. First, select the appropriate Legal Status for your customer.
3. Select Sector from the drop-down menu.
4. Select the Forecasting Start Month
5. If needed, you can also store some additional information (referral partner, custom reference, website, VAT status, initial enquiry date) This information isn’t mandatory but can be added if it’s something your company would like to record.
6. Next, select the Account Manager Team and the account manager responsible for this customer.
7. Next you can change the registered address to add anything you’ve missed, you can search using the company reg (if limited) or start typing the address in the search box which will use pull through the companies house or address information if it’s available. Alternatively, you can manually add this information into the boxes yourself.
8. It’s not mandatory but you can also update the billing address and head office address using this method for your records. If they’re the same as the registered address, you can click ‘copy from registered address’ to duplicate this information to save time.
9. At the bottom of the customer details screen, you will see the Letter of Authority details and Customer Agreement info. Check out our ‘Generating, sending and storing a Letter of Authority and uploading a Customer Agreement courses to find out more.
10. Click save at the bottom of the screen to save all of the information you’ve entered. Congratulations, you’ve created a customer.