Customers and contacts
Customers are the companies you sell to. Contacts are the people at your customers and manufacturers.
How do I add a customer and its buyer?
- On Customers, press New. The short name is what you type later on invoices and orders.
- Pick the rep who covers the account and the territory it belongs to, and add the address.
- Save, and the customer is ready everywhere. Search by name to find it again.
- On Contacts, press New and pick the customer (start typing to find it). Mark the buyer as the main contact and save.
Good to know
- Commission follows the rep on the customer, so set the rep carefully.
Where to find it
- Sales › Customers — try it in the demo (opens in a new tab)
- Sales › Contacts — try it in the demo (opens in a new tab)
Read the video transcript
Customers are the companies you sell to. Let's add a new one and a buyer who works there. The list shows every account, who covers it, and its territory. The short name is what you type later on invoices and orders.
Pick the rep who covers the account and the territory it belongs to. Add the address so the account is easy to find on the road. Save, and the customer is ready to use everywhere. Search by name to find it again.
Now the buyer. Contacts belong to a customer or a manufacturer. Choose the customer — start typing and pick it from the list. Mark her as the main contact for this company.
Save the contact. Find everyone at Northwood in one search. The customer and its main contact are now linked, ready for visits, orders and invoices.