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

• Auto Generated - Allow system to maintain the code according to your setting. Refer to Step 3: Set Customer Account Prefix
• Manual - Maintain your own Customer 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

Sharing Customer -Share the Customer among Colleagues

• Share Customer Information Only
• Share All Details

Tips

• 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