How to add a new customer.

Written by Kore Admin Official
24 May 2022, 14:21

Easily setup and add a customer to your project management and crm app.

Customers

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

To add a customer:

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