Create Customer

• Log in to your CRM account.
• Navigate to the "Contacts" section from the main dashboard.
• Click on “Add New Contact.”
• 
  

Fill in the required fields:
✅ Full Name (Mandatory)
✅ Phone Number (Mandatory)
✅ Email Address
✅ Company Name (if applicable)
✅ Job Title (optional)

💡 Tip: Ensure that the Phone Number is valid, as it may be used for communication and follow-ups.

• Enter the Contact Source (e.g., Referral, Website Inquiry, Walk-in).
• Assign the contact to a Category or Status (e.g., Lead, Client, Partner).
• Add Notes or special details about the contact.
  
  

• Review the details for accuracy.
• Click on “Save Contact.”
• 
  

• The new contact will now appear in your Contacts List.
• You can view, edit, or delete the contact anytime.

💡 Tip: To quickly find a contact later, use the search and filter options within the Contacts section.

This guide helps you efficiently manage your contacts within the CRM. 🚀