The sales process begins with customers. Please refer to the following self-help guide on How to add a customer.pdf, or explore the following sections for more details. 

Create a customer

User manual - Customer

This section will refresh your memory on the key information to be stored in a customer record, as well as present more advanced features you might not have implemented.

F.A.Q.

Here you will find most frequently asked questions, raised by customers like yourself and answered by our team. We continuously populate this section, and are happy to receive your feedback.