Customer

A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.

To access the Customer list, go to:

Home > Master Shortcuts > Customer

How to Create a Customer

1. Go to the Customer list and click on Add Customer.

2. Enter Full Name of the customer.

3. Select Individual if the customer represents an individual or Company if the customer represents a company in Type field.

4. Select a Customer Group. Individual, Commercial, Non Profit and Government are available by default. You can create additional groups if you need.

5. Select the Territory.

6. Add Customer Primary Address and Contact

7. If the customer is being created against a lead, you can select the same in From Lead field.

8. Save.

Customer Addition Form

Customer List display after saving