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Open Customers → Customer Records. Search by name, phone, email or reference before adding a new record.

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Create or update a customer

  1. Open the existing record or choose the new-customer action.
  2. Confirm contact details and installation address.
  3. Choose the lead source and assigned owner. Record communication permissions.
  4. Save, then reopen the record to check the details.
Use a current lead source for new work. Historical records can retain an archived source.

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Find the context

Compact views may show only Overview and Activity. Open the full customer view for more detail.

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Keep the next step clear

Check the owner of the actual lead or opportunity before reassigning work. Tagging a colleague does not transfer ownership. Use a task for anything that must happen next.
Select the record in the customer list and choose Delete. Type delete, then select Confirm Delete. This removes the record from active customer workflows and cannot be undone in the interface. Closing completed work is a different action.