The Customers section allows you to maintain a database of your customers. You can easily manage their contact information and view important details about their activity in one convenient location.
- Go to Customers in the left sidebar.
- Click Add Customer.
- Customer Name = enter the name of your customer
- Email = enter the primary email address for your customer
- Phone number = enter the primary phone number for your customer
- Click Create
Once the customer is successfully created, use other tabs to keep their profile up to date. Click the links below to learn more about each section.