Customers and sales · 3 min
Add and find a customer
Keep contact details, notes and documents together.
Screenshots and button names reflect the French interface supplied with this guide.
- 1
Create the contact
Open Contacts and + Nouveau contact. Choose Prospect for an interested person or Client for an existing customer.
- 2
Enter their details
Add the name and available details. Check the phone and email, then select Créer le contact.
- 3
Open the record
Select the contact to see their information and linked records. Use Modifier to update their details.
View a customer record - 4
Schedule the next step
Use + Rendez-vous in the record. Find the person later using search or the Prospects and Clients filters.