How to Add New Customers?

How to Add New Customers?

Notes
The customer is the individual who is registered in the client's portal as a user. Customer can be added by the clients themselves by using their portal. They can add a customer and can also edit them if they want.

Step-by-step guide on How to add New Customers

1. Navigate to 'Add Consumer'

  1. Click on ‘Consumer’.
  2. Click on 'Add Consumer'.

2. Fill all the required details.

  1. Name: Name of the Customer (Mandatory).
  2. Email: Email of the Customer (Mandatory).
  3. Phone: Phone number of the Customer (Mandatory).
  4. Profile Picture: Profile Picture of the customer (Optional)
  5. Birth Date: Of the consumer (Optional).
  6. Street /City/Tehsil/State/Country/Zip: This complete section will cover the complete address of the consumer (Optional).

Click on ‘Save’ button. These steps will help you to add a New Consumer.

Conclusion

This is the process you will follow to successfully add a customer to the system. By completing these steps, you will be able to add customer details quickly and accurately.


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