Manage Customers

• Create customer records
• View customer records
• Edit customer records

To access your CRM and to create, view and edit records, please follow these simple steps.

Create customer records:

1. Click Customers in the main menu on the left 
2. Click the Add Customer button in the top right corner 
3. Enter the required information and click Add Customer to save

View customer records:

1. Click Customers in the main menu on the left 
2. Browse or use the search function to find the record you're looking for

Edit customer records:

1. After finding the record you're looking for, click the pencil icon on the right next to each record to Edit