👥Customer Management

The relationship between sales person and customers

The customers that sales person can view are divided into two parts: one part is assigned by the system, and the other part is added by themselves.

Add a new customer

Click the “+” button at the bottom right of the customer list to add information for a new customer. Form fields marked with an asterisk (*) are mandatory.

Contacts refer to the customer’s contact information. Multiple contact information can be added for a customer. Click the “+” button on the right side of Contacts to add contact information.