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Add Customer

Icon admin
3 min read
Updated:
 

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.

 

To import bulk data in the system as prospects:

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

Navigation Bar

2. To import contacts in bulk, click the icon.

3. Download the CSV template. This CSV template is your reference for the attributes that you need to complete in a spreadsheet so you can upload your contacts in bulk. You can also download the countries.csv file as a reference if you want to add the Country details.

4. Fill out the template. Insert your data into the import template. Please keep the structure of the file. You will find an example of how the data should look inside the template.

5. Optional Step: Associate your contacts with a manager. Make sure that you have set up your Manager list before assigning your leads to a manager.

6. Optional Step: Associate your contacts with a Vendor.

7. Optional Step: Associate your contacts with a Department

8. Optional Step: Select the source of your contacts. Please note that the options under the customer source will only be available once you have defined your Source List (please click here for the tutorial on how to add your Source List).

9. Once you have followed the above steps, click ‘Choose File’ to upload your filled out CSV template then click ‘Submit’.

10. You will receive a confirmation message that your data has been successfully uploaded.