Create & Manage Customer

Get Started with Creating and Managing Customer

Firstly, Go through what “Customer” is about.

If you already know, then let's get started with creating and managing your customer data, follow these simple steps:

1. Access the Customer Tab: Once you log in to your dashboard, look for the "Customer" tab on the sidebar. This is where all your customer data resides.

2. Create a New Customer: To add a new customer to your database, locate the "+ New Customer" button on the top right corner of your screen and click on it.

3. Input Customer Details: A new customer profile will appear, prompting you to enter the following details:

   • First Name: Enter the customer's first name.

   • Last Name: Input the customer's last name.

   • Company Name: Fill in the name of the customer's company.

   • Company Email: Add the customer's official email address.

   • Number: Enter the customer's contact number.

   • Address: Input the customer's physical or mailing address.

1. Save Customer Profile: Once you've filled in all the necessary information, click "Save" to create a new customer profile.

Managing Customer Information

Now that you have successfully added a new customer to your database, it's essential to know how to manage this information effectively:

Edit Customer Data: If there are any changes or updates to a customer's information, you can easily edit their profile by clicking on their name in the customer list and selecting the "Edit" option. Make the necessary changes and save the updated information.

Delete: If you want to delete a customer's information, you can easily delete their profile by clicking on their name in the customer list and selecting the "Delete" option.