How to add a new customer
To add a new customer you just need to fill some required fields and save the information added. Then immediately the customer will be available to send 1by1 communications or to edit the data. Create a new customer profile following the instructions shown bellow.
Search
In the left menu, click the search button.
Create a new customer profile
You will find a button to add a new customer profile in the right corner.
Enter customer number or other your company’s key
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Fill required information
A form will appear. Then you can fill the fields with the available customer information. Not all fields are mandatory. Remember that your customer´s data will be imported by GETbizz as soon as it comes.
Save
After completing the customer profile, click save.
Associate contacts and add communication consents
Associate to this new customer profile the contacts (email, mobile, phone, or address). Also, add the communication consents by channel. Learn here how.