Customers

Customers (also called contacts) are the individual people you deal with. Each one can stand alone or be linked to a company, so you always know who you're talking to.

Add a customer

1. Go to CRM → Customers.
2. Click New customer.
3. Fill in the details:
   • Name
   • Email
   • Phone
   • Company (optional — pick the business they belong to)
4. Click Save.

Tip: Linking a customer to a company keeps everything tidy — open the company later and you'll see all its people in one place.

Keep notes

1. Open the customer from the list.
2. Go to the Notes tab.
3. Add a note for each call, meeting or follow-up so the whole team has the history.

See their deals and invoices

From an open customer record you can track the full relationship:

• Deals — the Deals tab shows every sales opportunity linked to this person.
• Invoices — the Invoices tab shows what you've billed them and what's still owed.

Next step

Deals →