Creating a customer file

Creating a customer file

There are 2 ways to access a customer file

1- Search for the customer using the magnifying glass




2- Take the incoming call from your extension




If the customer is anonymous or does not exist in the system, you must create the customer file using the blue icon





Important fields to be filled in at the first contact




When everything is filled in; don't forget to save 

If needed, you have the box ADDITIONAL INFORMATION




The second step will be to assign a product to the customer, I invite you to consult the following article: creating a sales opportunity





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