CUSTOMERS

When you come to the customers module, you can see a quick customers summary dashboard with different elements

• Total Customers
• Active Customers
• Inactive Customers
• Active Contacts
• Inactive Contacts
• Contacts Logged in Today

 

How to create a new customer

Please refer to the tuto below. Click on the orange box written « New customer » and file up the information.

How to create a new company and import new customers

Please refer to the tuto below. Click on the orange boxes written « New company »  / « Import Customers » and file up the information.

 

How to manage the contacts