Adding a Customer Record to Customer Focus

This help sheet explains how to add an individual record. To learn how to import a spreadsheet of customer data, please click here.

1. From your Customer Focus dashboard, click on Contacts > New Contact.

Add Customer Reocrd

2. In the Create Customer window, complete the fields shown.

None are mandatory but it's best practice to fill in as many as you can. Click Save when you're done.

Create Customer

3. Now that the record has been created, you can add in additional contacts, addresses, payment info etc.

Adding a logo is a really good idea, as this will show on all presentations, quotes, orders and invoices you send to the client. Here's a help sheet on adding a logo to a customer record.

Edit Prospect

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