- The first step is always to search for the customer first to make sure that you already haven’t added them into the CRM before. TIP: A healthy customer database is always the best practice. And not having duplicates can prevent errors later on.
- After you’ve searched and not found the person, the software will automatically allow you to add first name last name, etc.
- Once the basic details are in, go back in and tweak the details, adding items like cell phones, additional email, addresses, physical addresses company, names, and titles at the company.
- Once you’ve added the company, you can edit that information and add more details such as business address, business URL, etc.
Below is a brief video explaining how to add customers and companies to Selling Lane CRM