# Customer

## Add Customer

In Field sales, you can add customers in 2 ways

1. Add customer individually
2. Import customers

## Add customer individually

In **CRM**, select **Field Sales**, and click on **Customers**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRHp7GXNOgOaDZVXsevVv%2FUntitled.png?alt=media&#x26;token=474201a5-e2c0-4013-9cd0-1946b5a15d6d" alt=""><figcaption></figcaption></figure>

In the customer page, click on the **+New** button to add a **New Customer**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYh7sAOFDUIxO7sclhvlb%2Fimage.png?alt=media&#x26;token=b11ed8b6-3a87-4642-a63a-c6f4d93b3364" alt=""><figcaption></figcaption></figure>

Add all the details and click on **Save**

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMETPBN67GJ3UGAEPjkCh%2Fimage.png?alt=media&#x26;token=843606a1-8612-4f0e-a806-d9feab505d21" alt=""><figcaption></figcaption></figure>

The newly added **Customer** will be in the first position in the list

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FsAw4SLAFD0ZwHfIY3VUv%2Fimage.png?alt=media&#x26;token=c2430218-5d10-4896-a57e-fb18613af95f" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMfuclAudyhQ1pcwePHIf%2Fimage.png?alt=media&#x26;token=b3e9f1a2-a975-4167-bc95-7b6bf945b61a" alt=""><figcaption></figcaption></figure>

You can **Download** the **Template** in xlsx format

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAIApQo4lJyRfs3VwWkeX%2F9.png?alt=media)

Make Sure you fill up all **Required fields** while importing data

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FkvU50cH1TwQl4Zp3OoAo%2Fimage.png?alt=media&#x26;token=1af714fc-4edc-4b33-a4ee-a9caaebd309f" alt=""><figcaption></figcaption></figure>

Click on **Upload bulk data** to upload your customer list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRAiyqCHEq8HFBc4YYmxy%2F11.png?alt=media)

After uploading Customers in xlsx file format, you can see imported customers in the customer list

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FeXHErvTlWqHiDwn0D2BP%2Fimage.png?alt=media&#x26;token=b76f6c0b-a266-488d-bc52-1d0faba1ae3e" alt=""><figcaption></figcaption></figure>
