Master Customer management using CiuisCRM.
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.
By default the toggle button is set to “Company”
To add an Individual customer, toggle the button toward “Individual”.
5. Click on “Create”.