How to add a customer

zhangjiahui 2017-08-17 10:19:10

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.

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