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How to add a new customer.

How to add a new customer.

Easily setup and add a customer to your project management and crm app.
Team Convosio avatar
Written by Mydev Management Official
15 Aug 2022, 15:19

Under the customers, tab is where you will enter, manage and review your customer information. 


To add a customer: 


  1. Go to the 'Customers' Tab
  2. Click the 'Clients' or 'Leads' tab
  3. Then click 'Add New Client' or 'Add New Lead' in the top right corner 
  4. Fill in the form and follow the on-screen prompts 
  5. Click 'save'
  6. Repeat for each new customer