Create a Customer

After signing in, click on the Customers button on the left side of the page.

office 1.jpg

Press the “+” button that appears at the top of the screen after selecting Customers.

The Add Customer form will appear. On this screen, the only mandatory field is the name of the customer. The rest can be added to the customer’s information for easy storage.

When finished adding the customer’s information, press Add and the information will be saved for future use.

You will see a pop-up signaling that the customer was successfully saved.

Click Okay to close the pop-up.

After saving, this information can be accessed on the Customers tab on the left side menu.

Yielding progressive results with
agile methodology

  • Audit Analysis
    and Discovery
    1 - 2 weeks
  • Proposal
    of Strategy
    1 - 2 weeks
  • Onboarding and
    4 weeks onwards
  • Testing and
    Proof of Concept
    1-3 weeks
  • Launch
    Pre-Go Live Test
    2 weeks
  • Analyze and Optimize

Take the next step