Add a customer

You add a customer from the Kunder page in the sidebar.

1. 1Open Kunder from the sidebar.
2. 2Click Tilføj kunde in the top right of the page.
3. 3Choose Tilføj manuelt from the menu. This opens a blank customer page.
4. 4Fill in the details. At minimum give the company a name; add the email, phone number, website, and industry too if you have them, so the record is useful later.
5. 5Press Gem.

The new customer is saved, and you can open it any time to add contacts, opportunities, notes, or subscriptions.

If you'd rather look the company up automatically instead of typing everything by hand, choose ProspectFinder-import from the same Tilføj kunde menu — it fills in the company's details for you.