08 Adding and editing customers
Module 8 shows businesses how to add and edit customers individually and how to import customers to Squeegee in bulk.
Supporting documentation:
Lesson content
By the end of this module, you'll be able to add a new customer and enter their name, address, contact details and customer source.
By the end of this module, you'll be able to add customer notes and important customer notes and know who will be able to view them.
By the end of this module, you'll know how to change the customer settings away from the default global settings for individual customers.
By the end of this unit, you'll be able to add attachments to customers and know which users can view this attachment.
By the end of this module, businesses will know how to either request an import from another system or prepare their own import file.
