Add a customer

2016-09-01 09:05:53
tengfei
1427
Last edited by Renee on 2018-12-05 16:14:55

1. Click "CRM"->"Customer".


2. Click "Add Customer"  at the upper right of the page, then you can see the window shown below.

Note

1. You can choose whether you want this customer to be "public" or not. If yes, other salespersons can see this customer too.

2. You can also choose the size and class of a customer to differentiate their importance.

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