Customers
Adding a Customer
Customers can be added in one of three ways:
- Imported via CSV file
- Salesforce or Hubspot integration
- Adding manually - as described below
- To initiate the customer creation process, start by selecting Customers on the main menu and then click + Customer in the upper right.
- Next, add all required information, including Customer name, address, and contact details.
- Once completed, simply click the Save button to finalize the process.