Customer
A customer is an individual or entity that has a relationship with a business.
Add Customer
In Field sales, you can add customers in 2 ways
Add customer individually
Import customers
Add customer individually
In CRM, select Field Sales, and click on Customers
In the customer page, click on the +New button to add a New Customer
Add all the details and click on Save
The newly added Customer will be in the first position in the list
Import customers
When you have a huge list of contacts in a spreadsheet and you would like to add them as Customers in your system, you can import the file and they will be added as Customers.
On the Customer page, click on the Import button
You can Download the Template in xlsx format
Make Sure you fill up all Required fields while importing data
Click on Upload bulk data to upload your customer list
After uploading Customers in xlsx file format, you can see imported customers in the customer list
Last updated
