CRM

Create a CRM customer

Add a customer record with accurate contact and business information.

Desktop · Free / Pro · Owner / Editor

Before you begin

Sign in to Eva and select the intended project.
Use fictional records when practising; changes affect the selected business.

Starting screen: /dashboard/crm?mode=manage

1. Open Customers

Action: Open Customers. Select the image to enlarge it.

Choose Business → CRM. If needed, select the customer-management view.

Expected result: The Customers table is visible.

Confirm it worked: Confirm the project name and current provider filter.

Result: Open Customers. Select the image to enlarge it.

2. Start a customer record

Action: Start a customer record. Select the image to enlarge it.

Click New customer.

Expected result: The new-customer form opens.

Confirm it worked: Locate Name for new customer and the optional contact fields.

Result: Start a customer record. Select the image to enlarge it.

3. Enter contact information

Action: Enter contact information. Select the image to enlarge it.

Set Name for new customer to Northstar Client. Enter Email for new customer as client@example.com. For phone, select the appropriate Phone country for new customer and enter Phone for new customer.

Expected result: The form holds the customer’s contact details.

Confirm it worked: Australia (+61) is the tested default; choose another country when appropriate.

Result: Enter contact information. Select the image to enlarge it.

4. Enter business information

Action: Enter business information. Select the image to enlarge it.

Use Website for new customer = https://example.com, Tags for new customer = prospect, design, and Notes for new customer = Interested in a branding package. Choose status where available.

Expected result: The form contains the business website, labels and relevant notes.

Confirm it worked: Website must be a complete URL beginning with http:// or https://.

Result: Enter business information. Select the image to enlarge it.

5. Create and find the customer

Action: Create and find the customer. Select the image to enlarge it.

Click Create customer. Wait for Customer created. Then use Search customers to find Northstar Client.

Expected result: The customer appears in the selected project.

Confirm it worked: Reload and search again; the customer is still present.

Result: Create and find the customer. Select the image to enlarge it.

Troubleshooting and alternatives

A bare domain such as example.com fails website validation. Correct it without discarding other entered values. Optional contact fields can be left empty.

Avoid duplicate records: search existing names and email addresses first. Built-in customer management and cached provider records have different editing capabilities.