Customers

Customers are the entities that you sell to. Usually they are companies, but they can also be individuals.

Creating a customer

To create a customer, go to the Customers section and click on the Create button. Fill in the required fields and click on the Save button.

Editing a customer

To edit a customer, open the customer from the customer section and click on the Edit button. Make the changes and click on the Save button.

Deleting a customer

To delete a customer, open the customer from the customer section and click on Options > Delete.

Importing customers

To import customers, follow this guide on importing: Importing data

Customer Fields

The following fields are available for customers:

• Name
• Rating 1 - 5
• Stage Needs to be defined in settings
• Industry
• Website
• Street
• City
• Postal Code
• Country
• Owner
• Custom fields Needs to be defined in settings