How to create customer?
To create a customer, kindly follow the below steps:
# To create a customer manually, follow the below steps:
Add require details:
- Customer Name
- Customer Email
- Mobile Number
- Billing Address
Optional Details: (It's not compulsory)
- Area
- Zip code
- Business URL
- Date of Birth
- Date to Anniversary
- Note
# To create customer from phone address book, follow the below steps:
Tap on “Import from Address book”
Choose a contact
Enter the optional fields like area, pincode/zip, customer business website, note etc
Tap on " Save " button