- Go to CRM on the Main Menu Bar (At the top) and click on “Customer Database”
- On the new page, click on the “Create New/View” button on the extreme right hand section on the page.
- Click on the “New Customer” option from the dropdown list
- After clicking on the “New Customer” option, a popup window with a form to capture customer details will appear
- Fill in all the relevant customer details on the form, and then click on the “Save” button.
- After saving, a new “New Customer” popup will appear. You can choose to add another customer or close the popup by clicking on the “Close” button on the top right hand side of the popup.
- After closing the popup, the system will redirect you to the “Customers Database”.
- To view or edit a customer’s details, click on the “Actions” button on the right hand side of the particular customer’s row.
