The short answer

The CRM gives your team a shared customer record. Use consistent contact details and search before creating a new customer to reduce duplicates.

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

  1. Open CRM → Customers

    From Dashboard, open CRM and select Customers. The customer list is where you search, add and open records.

  2. Search before adding

    Search with the person’s name, email or phone. Open a matching result instead of creating a duplicate.

  3. Create a customer

    When there is no match, choose New Customer, enter verified contact and company details, then save. Confirm the customer appears in the list.

  4. Edit and verify details

    Open the customer row, update the appropriate fields or notes and save. Reload the details view to confirm the new value persisted.

  5. Record communication preferences

    Review email and SMS marketing preferences before including the customer in a campaign; operational messages are handled separately.

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