How to Create a Customer
Overview of Customers
Create a Customer
Follow these steps to create a customer:
- Select Customers from the main menu on the left side of your portal.
- Click the Add Customer button.
- Enter the customer’s first and last name.
- Provide the customer’s email address and phone number.
- Note: Include the country code (e.g., +46 for Sweden).
- Select the customer’s country from the dropdown menu.
- Click the search bar and enter the customer’s address.
- Select the customer’s gender from the dropdown menu.
- Enter the customer’s date of birth.
- Provide a description outlining the relevant details for the customer.
- Click Create to save.