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