Sales Culture > Customer
Add Customer
Posted by i3Teamworks Admin on 31 Jan 2018

In Customer module you may manage you customer database efficiently.

  • Instant Update of Contact Details by taking a photo of the business card.
  • Manage Conversion of new leads from potential customers.
  • Convenient to contact, follow-up and share information to customers.
  • Dashboard view for account managers.

Important things to do before Add New Customer.

Once the above setting is ready, follow below steps to add New Customer.

1. From your Main Dashboard, tap on SALES  and click Customer

2. Tap on

Below are description of the customer form

  • Click on the hyperlink (Click here to choose referrer) to tag the Referrer of this new Customer


Customer Account Code


Company - Enter the Company Name. Click Search button to check if the Customer Name is already registered.


Custome Category & Customer Source - Classify your Customer


Potential Rating - Rate your Customer 


Industry - Categorize your Customer by the Industries


Phone - Office Phone / Mobile


Area - Group Customer by Area for effective Visitation planning


Address - Enter the Company address


Get Location - Set GPS Location of your Customer's Office


To Visit Once every X days - Set a frequency of Visitation


Assign To - Owner of the Customer


Customer Status - Classify your Active or Non-Active Customer or with other Difinition. Learn how to manage Customer Status Label


Manually share Customer among colleagues.

-From the Sharing List, tick on Employee Name whom you would like to share the Customer with. Learn how to enable the Sharing Option

  • Share Customer Information Only
  • Share All Details

Auto Sharing Customer

Automatically the Customer will be shared among all employees. Learn how to enable the Sharing Option


  • Field with * (asteric) - denotes important Field
  • Learn how to Set Required Field for this form.
  •  ADD MORE Information for Customers by using Extra Field


After you have successfully Add the Customer, please Add Contact as prompt by system