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. In the Customer Details screen, populate all mandatory fields (those marked with a red asterisk) as any of the other information fields that you would like to store details against for the customer in question. Ensure that you select the Account Manager Team and the Account Manager responsible for this customer.
3. It’s not mandatory but you’ll notice that you can separately update the Billing Address and Head Office address 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.
4. At the bottom of the Customer Details screen, you will see the Letter of Authorization details section where you can upload a copy of your Letter of Authorization for the Customer and log the corresponding start/end dates.
5. Click save at the bottom of the screen to save all of the information you’ve entered. Congratulations, you’ve created a customer.