How to add new customer?
To add a new customer, click on the "Add New" button.
A pop-up window will appear and you will see a few mandatory fields, i.e. First Name, Last Name, Gender, Phone Number, E-mail Address, and "Who will fill out the customer's profile?".
After completing all mandatory fields, you have two options to submit your data:
- The first option is to click on the "Add New Customer" button, which will save the data and transfer you to the main Customers page.
- The second option is to click on the "Save & Add More Details" button, which will save the data and transfer you to the customer page, where you will be able to complete the profile with more detailed data.
One of the most interesting options is "Who will fill out the customer's profile?".
For the the Freemium subscription, only one option is available, "Data is to filled in by the company".
If you have a Premium account, you can select the second option, i.e. "Data is filled in by Customer".
After selecting "Customer" you will be able to fill in basic data, and then confirm the data by pressing the "Send Form to the Customer" button.
The required data will be saved in the system and customer will receive an e-mail in which they will be asked to complete their profile.
The message will contain a link to the form, login and password.