If you need to add new or edit existing customers, go to the Customers page.
If you have already added some customers, you will see a table with all customers listed.
For each customer, there are two columns showing a number of proposals and orders. Each proposal and order is clickable and leads to the Proposals/Orders page.
Add a New Customer
To add a new customer, click the blue button New Customer in the upper right-hand corner.
Edit an Existing Customer
When editing an existing customer or adding a new customer, fill in the standard contact fields and add a city, zip code, phone number, state, determine the type of a customer, and specify the lead source.
In addition to these standard contact fields, there is also a default discount field. Use it to give your customers a discount while creating a proposal.
