Add Customer

  • First Add Company Details (Recommended)

  • Navigate to CDM and click Add Company, after adding details Click Save

  • Navigate to CDM and click Add Person Details

  • While adding customer you can pull the Company Details from your Company List, 

  • Click save after adding all neccessary fields.

Maintaining customer details is not only integrated with all the application inside but it will also help you to communicate your customer the best way possible even you can utilize it for data-driven digital marketing.