How to Create a Customer
How to Create a Customer ?
1. Click on ‘Customer’ from the list of options on the left hand side of the screen having Dashboard.
2. Click on the ‘+’ icon at the far right bar and then Click on “New Customer” from the dropdown menu and enter the customer details.
➔ Select Individual or Company
➔ Enter First Name & Last Name – Required
➔ Phone numbers
➔ Email ID
➔ Address details
➔ Once all the details are entered click on the ‘Save’ button