Agency Customers are the individual(s) who are the contacts for the business owner of a website project. A customer can be assigned to mulitple website projects.
- Start by clicking Customers in the Agency menu, and then click the New Customer button.
- First type in a Company Name and fill out the Address, and Phone Number.
- Next you can enter the Website URL and Select an Industry from the Industry drop down menu.
- Next fill out all the Primary Contact fields. These are just standard fields such as Name, Position, Email, and Phone.
- Once you're finished click the Save button or click the Cancel button to discard this Customer.
- After you save you'll be redirected back to the Customer List View. If you would like to Edit the Customer, click the Customer Name or the Pencil Edit button in the Actions Column.
