Registering and Managing Customers
Add customers to the master record and link deals, quotes, and orders to them.
[Steps]
- 1.Sales → Customers → Add Customer
- 2.Enter: company name, code, industry, status, billing address, payment terms, owner
- 3.Save
[Status]
- prospect: potential customer, no transactions yet
- active: currently transacting
- inactive: no longer active
[Transaction history]
View linked deals, quotes, and orders on the customer detail page.
[Bulk import]
Import customers via CSV. See #SETUP-002.
⚠ Customer code numbering rules vary by tenant settings.
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