2.6.4 Adding Customers to PODS
Adding a new customer to your My Customers list can be done in one of two ways:
• by selecting My Customers from the menu bar at the top of the page, followed by the Create New Customer link on the My Customers page; or
• by clicking
Add New Customer on the
Create Opportunity page (see
Figure 28).
The page that shows will be slightly different in either case, but both contain the following basic fields:
• Customer Name - Required. The customer’s name.
• Street Address - The customer’s physical address.
• Mailing Address - The customer’s mailing address, if different from Street Address.
• City/Town - The customer’s city or town.
• Province/State - The customer’s province or state.
• Country - The customer’s country.
• Postal / Zip Code - The customer’s postal or zip code.
• Phone Number (Primary) - The customer’s main contact phone number.
• Fax Number - The customer’s fax number.
• URL - The customer’s website URL.
• Notes - A basic description of or notes about this customer.
An example form is shown in
Figure 32.
Enter the required information, at a minimum, and when finished, click the
Save Customer button to save this customer to your
My Customers list. This customer can then be added to future and existing opportunities via the
Opportunity Details window. See
Figure 26 and
Section 2.6.1 for more information.