Adding customer

How to onboard your customers to deskday

Jobin Johny avatar
Written by Jobin Johny
Updated over a week ago

Add new customers

To add your new customers to the DeskDay, please follow these steps:

  1. First, access the customer module on main navigation bar and click the section customers.

  2. Once you have accessed the customer section, you will see an option labeled "Customer +". Click on this button to begin adding a new customer.

  3. A window will appear, input all of the relevant information for the new customer. Make sure to fill in all of the required fields with accurate and complete information.

Customer Name: Enter the customer / Client name you wish to add in this field.

Customer Type: Select the appropriate customer type from the provided drop-down list. The options available may include "Business" and "Individual".

Email: Enter the email address of the customer in this field.

Phone Number: Enter the customer's phone number in the designated field.

Country: Select the country where the customer is located from the drop-down menu.

State: Select the state where the customer is located from the drop-down menu.

City: Select the city where the customer is located from the drop-down menu.

Street: Enter the customer's street address.

Zipcode: Enter the postal code or ZIP code of the customer's location.

Make sure to fill in all of these fields accurately and completely to ensure that the customer's information is properly recorded in the system. Once you have filled in all the required fields, click on the "Save" button to save and finalise the new customer record.

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