Adding New Customers
Adding customers to the application was created to allow you to quickly and easily add new customers to the system without holding up your other processes.
Last updated
Adding customers to the application was created to allow you to quickly and easily add new customers to the system without holding up your other processes.
Last updated
The first section allows you to quickly add the customer's first and last name, along with, upload a profile picture for the customer (optional). The customer will not actually see their profile picture, but it could be useful for you in identifying your customers in the future.
This section is created in a way that speeds up the process of adding your customers mailing address to the application. For this section, you can simply enter their mailing address (2nd line is optional) and then enter the customer's zip code. Once you enter the customer's zip code the system will find the city and state for that zip code and automatically add it to the appropriate fields for you.
Pro Tip: The city and state fields are not editable by default, but once you enter the zip code if anything doesn't appear correct, you can then edit those fields. The system, though, is designed to pull the correct city and state once the zip is entered, so you should not need to edit these fields.
This section allows you to add the customer's email address (this is important if you want to use email functionality of the application, but it is an optional field).
Additionally, this section allows you to add an infinite number of phone numbers to the customer. You can choose the appropriate phone type, enter the phone number, any extension (if applicable), and select the primary phone number for the customer (you can only specify one primary phone number per customer).
Pro Tip: The primary phone number should be the phone number that you would use as the main phone number to contact the customer. Whatever phone number you designate as the primary number will be displayed in the customer table and can be seen without clicking on the full customer profile to allow you an option to quickly view and contact the customer.
The contact information section also allows you to specify, which way is the best method of contacting the customer (email, mailing address, or primary phone). This will help to ensure that you are using the most appropriate method of contacting your customer to guarantee a response.
Lastly, this section will allow you to opt in or out your customer to your email list. You can then download the email list of all customers who have opted in, so that you can send them promotional emails, etc.
You can only add a customer to your email list if you have added their email address in a previous step. If you do not add the customer's email address, obviously, you cannot add them to your email list.
Clientl does not currently have a method for bulk emailing your customers within the application, but you can download your email list and upload it to your favorite bulk mailing list client (such as Mailchimp, or similar). In the future, Clientl will have options of sending bulk emails to your customers.
