Quick Start 3: Creating Customers

Everything you need to know about Customer Relationship Management in Arborgold

Can everyone at your company do the following?:

[ ] Search, sort, and filter, & tag Customers

[ ] Add a new Customer (first and last name, company, address, phone number)

[ ] Create & validate Billing Address & Job Sites and understand the difference

[ ] Default Tax and Account Terms

[ ] Deactivate, Merge, and Restore Customers

Creating Customers in Arborgold

1. Head to the left navigation (☰) in the upper left corner of your screen.

2. Look for the module named CRM = Customer Relationship Management.

3. Here you should see a list of your customer if you have had an import.

4. Look for the "(+) Add New" button in the upper left corner.

5. This will load a new client form where you can begin to enter their contact information. You will need to provide at least the following:

Other fields that are strongly encouraged:

Do not forget to hit SAVE in the upper left corner when you've completed the form.

A deep dive training checklist for ALL features related to Customers:

Contact Information:

First, Last Name, Company, Sort On: Sort on determines how jobs are named for this customer
Email, Phone, Billing Address

Configuration:

Add a Job Site

Customer Account Information

Searching for Customers

Customer Communication

Customer Notes
Customer Tabs

Sub Customers: When to use these

Merging Customers

Last Updated by: Elizabeth on 07/12/23

Authored by: Elizabeth on 07/12/23