DETAILERS
PLAYBOOK
STARTER FORMATION
View Site
Create New Customer
Enter customer contact information, company details, address, and initial CRM status.
Customer Identity
Name Rule:
At least one of First Name, Last Name, or Company Name is required.
First Name
Last Name
Company / Business Name (Optional)
Contact & Preferences
Phone Number
Email Address
Preferred Contact Method
No Preference Specified
Phone Call
SMS Text Message
Email
Address (Optional)
Street Address
Apt / Suite / Unit
City
State
Postal / ZIP Code
CRM Status & Lead Source
Initial CRM Status
Active Customer
New Lead / Inquiry
Inactive Customer
Lead Source
Internal Shop Notes
Cancel
SAVE CUSTOMER