Creating a New Customer

To add a new customer follow these steps:

1. Go to Sales & Marketing > Customer (CRM) > Customer Sales & Marketing > Create New Customer
2. Fill in all the required information and click “Save”

You can also add billing and payment information, additional prospect information, notes, delivery directions, allergies, secondary contacts and venues.

Once the new customer is saved the system will assign an ID (above the contact name) that you can later use to search the customer.