Customer-Master

 

Customer-Master

Master Customer management using CiuisCRM. 

Create Customer:

1. Customers can be found under Customers & Leads in the main menu.

2. Alternatively, Customers can also be found in the sidebar as shown.

3.All existing customers and their transaction details are listed here.To add a new customer record, click on the  icon.

4. Enter the customer details.

For Company:

By default the toggle button is set to “Company”

 

For Individual:

To add an Individual customer, toggle the button toward “Individual”.

 

5. Click on “Create”.