TL;DR
- Add people and companies so you can quote and book faster.
- Store the contact details your team needs.
- Keep notes or documents if you use them.
Steps
Step 1
Open CRM → People
Go to CRM → People to add an individual customer.
Step 2
Create a person record
Add the customer's name and contact details, then save the record.
Step 3
Create a company record
Switch to CRM → Companies, create the company, and add a billing contact.
Step 4
Add notes or documents
Use the customer record to add notes or upload documents your team needs for bookings.
Validate your work
- The lists show both the person and company.
- Opening the profile shows the details you added.
- Start a new quote or booking and confirm you can find the customer.