Adding a New Customer

To add a new customer, navigate to the Customers page from the CRM section and click the "Add Customer" button.

Required Information

When creating a customer, you need to provide:

  • First Name - The customer's first name
  • Last Name - The customer's last name

Optional Information

You can also add email, phone, mobile, company, source and notes.

Customer Photos

You can upload a photo for each customer from their detail page. Supported formats are JPG, PNG and WebP. Photo uploads count towards your storage quota.

Editing and Deleting Customers

To edit a customer, click on their name in the customer list or use the actions menu. To delete a customer, use the actions menu and select "Delete".