The customer feature in the hub lets you do the following:
- Create and Manage your customers.
- Create custom fields.
Note that for you to carry out any of these functions, you have to switch to the business mode. To do this, follow these steps:
1. From the top bar, move your cursor to your profile picture to release a dropdown (do not click).
2. From the dropdown, click on "Business Mode".
To create a customer:
1. Choose “Customers” from the dashboard sidebar.
2. From the dropdown revealed, click on "Customers".
3. Click the “NEW CUSTOMER” button.
4. Provide the details requested and click "ADD CUSTOMER".
To manage a customers details:
1. Choose “Customers” from the dashboard sidebar.
2. From the dropdown revealed, click on "Customers".
3. Go to the specific customer detail and click "VIEW".
4. Make your desired change(s) and save.
To delete a customer:
1. Choose “Customers” from the dashboard sidebar.
2. From the dropdown revealed, click on "Customers".
3. Go to the specific customer detail and click "DELETE".
4. Confirm your action.