Add a customer by hand
Took a call on site, or met someone at a job? Add them as a customer so everything about them lives in one place.
Click Customers in the left-hand menu.
Press New customer.
Type in their name. This is the only box you must fill in.
Add their email, phone and company if you have them.
Add their address if you like. It's optional, and if you've set up maps, TradeCRM suggests addresses as you type. See Set up maps with a free Mapbox token.
Press Create customer.
Add an email address if you can. Without one, TradeCRM can't email the customer. They can still be a customer and have leads, you just won't be able to send them messages or quotes from the app.
What next?
From the customer's page you can add notes and start a new lead for them. Try Add a lead (enquiry) yourself.
Got lots of customers already? Don't add them one by one. See Import your customers from a spreadsheet.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.