When to Add Customers
Add customers when:- Someone makes a purchase
- You want to send an invoice
- Tracking a lead or prospect
- Managing ongoing relationships
Adding a Customer
- Open your website in the editor
- Click CRM tab
- Click Add Customer button
- Fill in customer details
- Click Save
Customer Fields
Required Fields
- Name: Customer’s full name
- Email: Contact email address
Optional Fields
- Company: Business or organization name
- Notes: Internal notes about the customer
After Adding
Once added, the customer:- Appears in your customer list
- Can receive invoices
- Has a billing history
- Can be searched and filtered
Tips
- Use accurate email addresses
- Add company name for B2B
- Use notes for context
- Keep information updated
Automatic Customer Creation
Customers are also created automatically when:- Someone purchases a product
- A form submission includes email
- Integration creates a contact
Managing Customers
After adding, you can:- View customer details
- Send invoices
- Track billing history
- Add subscriptions
- Update information