How Do I Add a Customer

How Do I Add a Customer

To add a new customer in darwin Cloud, take the following steps:

  1. Click the People menu
  2. Click the new button to start adding a customer info
  1. On the person type, select Customer on the drop down list
  2. Click select
  1. Enter the first name and last name
  2. Enter the company name
  3. Enter email address
  4. Enter phone number  
  5. On the type drop down list select Business
  6. Click add to save

 If the user want to fill out more information for customer, the user can add their 2. office, 3. address and 4. options before clicking add button

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