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Open: Customers → Customer Records. Search before adding a customer to avoid duplicates.

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Create or update a record

  1. Search by name, phone, email or reference.
  2. Open the existing record, or use the new-customer action.
  3. Enter accurate contact and installation-address details.
  4. Select the lead source and appropriate owner.
  5. Record the communication permissions supported by the form.
  6. Save, then reopen the record to confirm the details and assignment.
An archived custom lead source can remain on historical records. Use a current source for new work. Do not create spelling variations of the same source.

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Find the right information

The expanded customer view separates these areas: Some compact views show only Overview and Activity. Open the full customer view for more detail. A customer name may also open a quick peek with contextual actions.

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Keep ownership explicit

The lead owner and opportunity owner can represent different responsibilities. Check the owner for the actual work before reassigning. A tagged colleague is not automatically the owner.

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ArgonixIntelligence in this workflow

Use available summaries to understand history quickly, then inspect the relevant message, call or quote. Keep verified facts in the record and actionable work in tasks.

Related topics

Manage projects and jobsManage the pipeline and deal stagesRevise and manage quotesManage energy data and offered support7. Get ready for your first customer