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223 Views How to add new customers

Customer accounts are automatically created when they send an email or submit a query using any of your support channels.
Manually, you can add customers by inviting the customers or using the option Add a new customer.
 

  1. To add a customer, Navigate to Left panel →  Customers →  + Add a customer


     
  2. Submit Customer details: Add customers manually by submitting the customer details like Name, email and company name etc.

    • Full name: Enter your customer’s name
    • Email :  Enter your customer’s email address
    • From: Enter your customer’s postal address
    • Contacts: Enter contact details like Phone, Skype  and Website
    • Specify Language and Tags. 
    • Add Notes and Signature.
    • Social Networks: Fill in Social contacts
       
  3. Click Confirm to save the details. 
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