Overview

Efficiently managing customer details is the cornerstone of effective sales management. This guide explains how to add, import, and manage customer information within the system.

Key Features

• Add customers manually or via CSV imports.
• Store essential customer details, including name, contact information, and address.
• Update customer profiles as needed for accurate records.

Step 1: Adding a Customer

1. Navigate to Sales > Customers in the left menu.
2. Click Add Customer.
3. Enter the following details:
   • Name: Customer's full name.
   • Email: A valid email address for communication.
   • Phone: Contact number.
   • Address: Full address including city, state, and postal code.
4. Click Save to store the information.

Step 2: Importing Customers via CSV

1. Prepare a CSV file with customer details. Columns should include: Name, Email, Phone, and Address.
2. Click Import Customers and upload the file.
3. Map the columns from your file to the system’s fields.
4. Review and confirm the upload.

Managing Customers

• Use the search bar or filters (e.g., name, email) to locate specific customers.
• Edit or delete customers using the action buttons next to each record.