Adding (managing) customers

Adding (individually)

Remember, you can bulk import from a CSV file.

To add a single customer quickly, navigate to the "customers" link in the navigation.

The Customers option is under "Customers" on the left menu.

To add a customer to Zentitle2, click on 'Add Customer'.

Then, enter the customer's name. This data is required.

Optionally, add to the record:

• "Legal name": Many customer records may use a different nickname or a name that's not exactly the same as their full legal name. Here, you can record the full details if they are different.

• "Customer type" is the status of the customer's journey from prospect to end of life.

Select from the various types based on the customer's journey, as this can be filtered later:

• "Account reference ID" helps connect to a CRM or external system for more data on the customer and system connectivity.

• "Address" details. This can be important for territory or ways to segment your customers in the Nalpeiron Growth platform.

• Click "save" to add the record.

After adding a record with the basic details, adding notes to a customer record may be valuable for sharing helpful information across the team and helping better understand the details surrounding the customer. Notes can be found in the Notes tab.

Editing customers

To edit a customer, click on that customer's name in the customer list.

Click the "edit" button in the left section to edit the customer details.

Make any changes and click save.

Deleting customers

To delete a Customer, pick one from the list.

Pick the 'three dots' icon on the top right.

Select 'Delete customer.'

Confirm you wish to delete when prompted for confirmation.

As this customer has connected objects below it, you must confirm with the three radio boxes and a text input of the name to delete, complete those, and then select delete.