When manually entering a new customer, you can make it as detailed as you like. You can add a new customer from the Customers feature on the main menu and clicking "Add Customer" or choose from the "Create New" drop down in the main menu and selecting "Customer".
*Note that everything besides the Customer Name is optional, so if you wanted to start a customer's page, but don't have all the details right away, you can always add them later.
*Do you want to import your customers via a spreadsheet/ .csv file? Click here
Enter Details for New Customer
Customer Name - the name of the customer (eg: Nordstrom)
Description - enter a description of the customer (this is for internal use)
Type - choose whether this customer is a Lead, Prospect, or Account. Typically if the customer hasn't ordered from you before, they would be considered a Lead or Prospect, and if they have ordered from you before, they would be considered an account.
Primary Location
This is for the details of the 'Primary Location'
Location Name - if there are multiple locations per customer, you can name them accordingly (eg; Shipping Address, Head Office)
Address/City/State or Prov/Country/Postal Code - enter the address details
Phone Number - there can be multiple phone numbers per location. Choose which type of number it is (eg; Company, Fax, Main). To add additional phone numbers click "add another phone number"
Territory - choose a territory to assign the customer to *note that the list of territories is what you add to the Company Settings > Territory section
Primary Contact
This is for the details of the 'Primary Contact' - this contact would be described as the point of contact at the location that you communicate with the most or the decision maker.
First Name/Last Name - enter the contacts name
Position - note what position this contact has (eg; Buyer, Manager, Owner etc.)
Email - add their email address
Email Consent - this is important, as it pertains to the (CASL: Canada's Anti-Spam Legislation. This is to ensure that the customer has given permission to have emails sent to them from you. Implied = not confirmed, Express = they have approved, Withdrawn = unsubscribed, or asked to not receive emails from you
Phone Number - this field is for the contacts personal phone number, which could be a cell phone or company number with extension. To add another phone number click "add another phone number"
Other Information
If you are creating a brand new customer, some of the information under this header may be unknown. All of the options below are optional, and can be edited later.
Customer Groups - choose a customer group that the customer would be in (eg; Men's, Women's, Accessories). Customer groups are a great way to separate customers. These tags are useful for email marketing and to control what brands the customer can view inside the online showroom.
*Note that customer groups are created under your company settings. Click here for more information on Customer Groups.
Potential brands - since this is a brand new customer, you can add the brands that they might have showed interest in, or ones that you think they'd be interested in. Start typing in field to choose brand.
Primary Sales Rep - add the assigned sales rep to the customer, by choosing one of the user names from the drop down list
Markets - add the markets that the customer attends. Market options can be built under your company settings.
Source - add where this customer came from (eg; phone calls, registration, market etc.). Source options can be built under your company settings.
Website/ Facebook/ Twitter/ Instagram/ Pinterest - add their information to these external platforms, which will link on their customer profile.
Customer ID - if you have internal customer ID's you can add them in this field
Save & New (saves customer and opens another create new customer page) or Save & Close (saves customer and opens that customer's newly created account).