We recommend you start by searching for the customer to be sure you are not creating a duplicate contact.
How to search first
- Click on the search bar
- Enter, their last name, their phone number or email address.
- Note: you can enter parts of the above, example, 716, to bring up all contacts with 716 in their phone number or gmail.com to show all customers with gmail.
- If your search finds the contact, simply click on their name and you can edit that contact
- if your search does not find the contact, it will allow you to add them or simply click the “+ customer” button
How to add a contact
Click on the “+ customer” button on the dashboard to begin. then follow the prompts