Contacts Overview
Create Contact Click on the Client Name to open the client details editing window. select contacts from the menu and click on Add contact. On New contact window enter Name, Email, Title and Phone of the contact. If you want the contact added to be the primary contact you can mark the toggle on. Click…
How can I add notes for a customer?
In order to add notes for a customer you need to follow the following steps: 1. Navigate to Customer module on dashboard. 2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information. 3. Choose Notes to add. Write the…
How can I add a customer?
Here are some quick steps to add your customer : Navigate to the Dashboard. Click on Customer module. On the upper right corner of the page click on New customer button. Enter Primary Information, Client Address, Billing, and Shipping Details Click Save How can I add an Individual customer who doesn’t have a company? You…
What is a Primary contact?
A primary contact is one go-to contact for all communication with your clients Organization. This is the main point of contact from the client sides with whom you would be having all the communication and transactions. For adding a primary contact for a company refer to the given article link
How can I import Customers from CSV?
Things to remember before you import your data : If you have additional Customer information then first add Custom fields and then begin the import. You’ll be asked to map the custom fields with your column headers. When you are using Dropdown (select) custom fields in popCRM make sure that all values that are used…