Customers and contacts
How to create customers
Create the customer once with contacts and details, then reuse it across quotes, tasks, projects and invoices.
Step by step
- Open the customer overview
Go to the customer module and choose to create a new customer.
- Fill in the core data
Enter name, address and billing details. These are the data your quotes and invoices later pull from the record.
- Add contacts
Create the people you actually talk to at the customer, with role, email and phone, for example both the buyer and the operations contact.
- Put the record to work
Create the first task or quote on the customer, so the history starts gathering in one place.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.