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Add Customer

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2 min read
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To manually add a customer into the system:

1. Go to the Customers tab on the main navigation bar.

Navigation Bar

2. To add a new Customer, click on the ‘Create’ button located at the upper right corner of the screen.

3. Fill out the necessary fields. Do not miss out on the required fields, otherwise, you will not be able to save the request.

4. Assign your prospect with any of the following categories, if applicable:

  • Source
  • Categories
  • Status
  • Sub-status
  • Managers
  • Vendors
  • Departments
  • Campaign

5. For a safer onboarding process, you can add the authentication details related to your Customer. Click the ‘Authentication’ tab.

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6. Fill out the details.

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7. Should you need to add supporting documents to your Customer’s profile, click the ‘Documents’ tab.

Documents

8. Choose the file you want to upload. Fill out the details of your File Title and Description and click ‘Save’ once done.

Title

9. Once you have finalized all your data, click on the ‘Save Customer’ button to add your Customer to the system.