139 Views How do I add a customer to my customer base?
If the client is getting in contact with you for the first time, you should begin with adding it to your database: it won’t take more than a minute and it will greatly simplify all your workflow.
You can add clients manually, by hitting the Customers tab on the left menu, choosing + Add a customer and then fill the data on the pop up window that will appear.
Also, every customer you’ll reply to will be automatically added to your customer base. Take a look at this Knowledge base area for more information on how to add and manage customer details.