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

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