Add a customer by hand

Every customer lives in Contacts. Adding one by hand takes about a minute.

1. Click Contacts in the left-hand bar.
2. Make sure People is selected at the top (the other choice is Companies).
3. Click New contact at the top right.
4. Fill in the boxes (see below). You only need a name to get started.
5. Click the save button at the bottom.

What the boxes are for

• First name / Last name: who they are.
• Company: start typing and pick an existing company, or type a new one and it will be created.
• Job title: handy for remembering who is who.
• Address: start typing and pick the right one from the list. If maps are switched on (Set up maps with a Mapbox token), this is what puts the customer on your map.
• Email and Phone.
• Tags: your own labels, separated by commas, like customer, vip, london. You can search by tag later.
• Notes: anything worth remembering.

Who can see this contact

At the bottom you choose between Everyone in the workspace and Only me. Use *Only me* for contacts you don't want the whole team to see.

Adding a company

Switch to Companies and click New company. Contacts who share a company are listed together on that company's page.