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Add a customer

C
Written by Christy Larkin

Mobile application

  1. Select Customers.

  2. Select . The Add Customer window is displayed.

  3. Enter the following details for the customer:

    • First Name

    • Last Name

    • Phone Number

    • Email ID

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Zip Code

  4. Select Save.

Web application

  1. Select Customers in the navigation pane.

  2. Select Add customer. The Add customer window is displayed.
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  3. Enter the following details for the customer:

    • First name

    • Last name

    • Email

    • Phone

    • Address line 1

    • Address line 2

    • City

    • State

    • ZIP

  4. Select Create customer.

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