Step 1: Navigate to “All Contacts” in Contacts section of the navbar.

  1. Click on the Add Customer option on the top left corner of the page.

b. You can add all the necessary customer details in this section.

Once you are done adding all the necessary information about your contact, you can click on Save & get done.

(Note: If you are unable to find all the fields that you need to save information about your contact, you can create a custom field for your business to store additional information about your contact. Click here to learn more about creating a new custom field for your business.



c. If you want to add more than one customer record at a time, you can follow the steps mentioned in this article.