TL;DR
- Add people and companies so you can quote and book faster.
- Store the contact details your team needs.
- Keep notes or documents if you use them.
Steps
Step 1
Open Customers → People
Go to Customers → People to add an individual customer.
Step 2
Create a person record
Add the customer's name and contact details, then save the record.
Step 3
Create a company record
Switch to Customers → Companies, create the company, and link a contact from Overview → People.
Step 4
Add notes or documents
Open Verification for identity or company documents. Person notes live in Tasks & notes → Notes; company agreements have their own Agreements area. Use the work-area picker on smaller screens.
Validate your work
- The lists show both the person and company.
- Opening the profile shows the details you added.
- Start a new quote or booking and confirm you can find the customer.