Add Clients & Contacts

How can we help you?

Add Clients & Contacts

In this article, you’ll learn how to add clients & contacts to your Membroz account.

Steps to adding Clients & Contacts:

Step-1. In the Organization Menu select ‘Customer’.

Step-2. Click on ‘Add Customer’.

client management system

You could also click the Quick Action button (+ button) and select Customer.

customer management system

 

 

 

 

 

 

 

 

 

Step-3. Enter all the details marked with (*). You can continue adding more information after the customer is added & click on the ‘Submit’ button.

manage customer details

 

Step-4. To see the added customers in the Customer’s list, open the customer’s menu.

manage customer list

Send Message
Hello!
How can we help!