The short answer

A customer record requires a name and at least one usable email address or phone number. Consistent statuses, sources and tags make later searching and campaigns safer.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Search before creating

    Search by name, email, phone, company or source to avoid adding a duplicate.

  2. Choose New Customer

    Enter Name and at least a Phone or Email, then add Company, Job Title and Website when known.

  3. Set sales context

    Choose Lead, Prospect, Customer or Inactive, then record Lead Source and Deal Value in CAD.

  4. Plan follow-up

    Set Last Contacted and Next Follow-up dates, add comma-separated Tags and write useful Notes.

  5. Save and verify

    Choose Save Customer, reopen the details and confirm the saved values. Use Edit to correct them later.

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