1. Enter Customer Details
- Enter the name of the customer.
- Enter your internal ID or code for this customer if you have one.
- Enter the phone number of the customer.
- Enter the customer’s postal address details.
- If the customer’s physical address details are the same then you can click where it says: “Same as Postal Address” to copy over the details. If not you must fill out the form manually again.
- Enter the details for all relevant customer contacts.
- Enter any relevant notes pertaining to this customer.
- If you want to change the address of the customer you can also to do this by dragging the pin on the map. The address should automatically change as you change the location of the pin.