Customers:

• Customers are leads who have been successfully converted. This means they have taken the desired action, such as making a purchase, signing a contract, or subscribing to a service.

Steps:

• Goto the CRM.
• Then Go to the Customers Module.
  
  
  
• After clicking on Customers module, as shown in below image.
  
• For creating customer please follow the below step:
  Step - Click on the +Customer button, customer creation form will get open as shown in the below image.
  

  Enter the required details.

• Name: Enter the customer name.
• Partner: Select customer partner name using dropdown.
• Category: Select customer category using dropdown.
• Email: Enter the customer's email id.
• Mobile: Enter the customer's contact number.
• PAN No.: Enter the customer PAN number.
• GST No.: Enter the customer GST number.
• Assigned To: Choose the name of the staff to whom the customer is assign.
• Client CRN: Enter the customer CRN number.

  Additional details can be add while creating customer:

• Alternate Email: Enter the customer's alternate email id.
• Phone: Enter the customer's alternate contact number.
• Demography: Select customer demography using dropdown.
• Website: Enter the URL if the customer's website is present.
• Owner: Enter the owner name of the company.
• DOB: Specify the date of birth of the customer.
• Blood Group: Select customer blood group using dropdown.
• Fax: Enter the customer Fax.
• Tags: Enter the tags.
• Remarks: Enter the Remarks.
• After adding customer user can edit or update customer details using pencil icon.
  
• To view the customer details click on the Eye icon.
• In address tab, the user can enter multiple address types.
  
• Add multiple company people under the contacts tab.