How to add a customer
2017-08-17 10:19:10
zhangjiahui
  • Visits: 92
  • Join Date: 2017-05-12
  • Last Login: 2018-11-19

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


2. Click "Add a 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 sales persons can see this customer too.

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

right-information