Add Customer

Summary #

Add new customers to the system to track their details and manage CRM effectively.

Steps #

1. Log in to Your Account
   Access the system using your login credentials.
2. Navigate to Customer Management
   • Click on CRM in the dashboard.
   • Select Add Customer from the menu.
3. Enter Customer Details
   • Enter Customer Name (mandatory).
   • Enter Phone Number (mandatory).
   • Enter Email (optional).
   • Enter Default Discount (optional).
   • Enter Date of Birth (optional).
   • Enter Date of Anniversary (optional).
   • Enter Address (optional).
4. Submit the Customer
   • Review the entered details and click Submit to save the customer’s information.

Expected Result #

The customer will be successfully added to the CRM system and available for future transactions and CRM activities.