The Customers tab is a database of your customers. By placing them in the CRM, in addition to collecting all information about the customer in one place (including phone number, email address, address details) you can see the entire history of contact with them.
You can add customers to the CRM in two ways - by adding individuals (or companies) or by importing ready-made databases in CSV format.
Customer/company profile functions
Importing customers (companies) from CSV files
Adding customers to the CRM#
Go to the Customers tab, expand the button and select Add person.
You will open the module of simplified addition of a new customer - fill in their data:
To add a customer, simply fill in the field "Surname" or "Phone number". The rest of the data is optional.
After creating the customer's card, you can complete the rest of the data by clicking .
-
In the Basic Data section, you can fill in such data as first name, last name, PESEL, ID, date and place of birth, and information related to the work performed - company name, position and industry. In addition, you can assign a customer to a specific type and group.
-
In the Custom fields section, you can fill in additional information about the customer, e.g. regarding orders.
-
In the address sections, you can fill in contact information (home address, mailing address and billing address).