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.