Whether or not you move forward with a project request, it is always a good idea to build your customer database.
Add Customer
If the Create Customer action is available, the email address do not exist in your customer database.
- Click the Create Customer action in the upper right corner.
- A pop-up window will appear.
- Any contact information provided in the request will automatically populate in the fields.
- Fill in any additional information, including optional notes.
- Click Create.
View Customer
If the Create Customer action is grey, the email address used to submit the request form is already saved in your customer database. The customer name on the request is a hyperlink. Click the link to view the full profile in Customers.