Customers > Create a New Customer

The first step in EQ is to set up a new customer record. A customer record can then have multiple quotes saved against it.

1.Click Customer on the top toolbar.

2.Click Add to get a new blank customer record.

3.Enter as many details as needed for this customer.

You can enter the name and postcode only and use the postcode lookup feature to find and complete the full address.

On the right side the drop down boxes can be customised by clicking Edit Popup Contents. You can use these to record information like the showroom that the customer visited or source of the lead.

You can come back to this screen to add/change details later.

4.Click Update to save the customer screen.

5. Respond "Yes" to make a customer folder. (See customer folders).

Note: You can set certain fields on this screen to be compulsory so details never get left blank. See the option in Customise > Compulsory Fields.

You are now ready to use the customer, for example create a new quote or add a new contact item.