Create and maintain a customer

Who it’s for: Salespeople
Where: Leads → lead or sidebar → Customers
Before you start: Permission to read and update customers.

Steps

1. Open the lead you want to convert and choose Convert to customer. For a customer without a lead, open Customers → + New customer.
2. If creating manually, enter the name and relevant details, then choose Create. Review any duplicate suggestions first.
3. Open the customer record and review its linked products and services.
4. Use + Add on the product list when you need to record a product or service for this customer.
5. Reopen the record to confirm its details and product status.

You’ll know it worked when…

The customer appears in Customers, with the expected linked lead or product records.

Notes & limits

• Product prices and recurring amounts are recorded customer information; adding them does not charge a card.
• Review an existing customer before choosing Create anyway on a duplicate warning.
• An opportunity tracks a potential sale separately from the customer record.