How to add a new customer

➕ How to Add a New Customer

1. Log in to your dashboard.

2. Navigate to the "Customers" section in the sidebar.

3. Click the "New Customer" button on the right.

4. Import Customers is Ideal for onboarding existing clients from spreadsheets or another system.  

   

   📝 You’ll be redirected to a form where you can enter all the required customer details.

   

5. Under the "Group" field, select a category that best classifies the customer. "Group" helps you organize customers based on type, industry, or relationship. 

6. Fill in the remaining fields and click "Save" to complete the process.