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      Quick Start 3: Creating Customers

      Everything you need to know about Customer Relationship Management in Arborgold


      Essential Knowledge 

      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:

      • First and Last Name (or)

      • Company Name

      • Billing Address

      Other fields that are strongly encouraged:

      • Email

      • Phone number

      • Salesperson

      • Tax Level & Account Terms

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

       

      Comprehensive Customer Checklist:

      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: 
      • Ad Source
      • Salesperson
      • Customer Type
      • Other Contact
      • Customer Tags
      Add a Job Site
      • Edit or Validate a Job Site
      • Job Site Type
      • Site Contact Information 
      • Districts & GPS Mapping
      • Job Site Tags
      • Site Notes and Directions
      • Landscape Measuring Tool Basics
      • Plant Inventory Basics
      • Job Site Files
      Customer Account Information
      • Customer Discounts
      • Customer Class
      • Add and Default Tax 
      • Add and Default Account Terms
      Searching for Customers
      • Adding & Searching Customer Tags  
      • Grouping and Sorting Customers
      • Exporting Customer Lists to Excel 
      • Restricting Excel Export Permissions 
      Customer Communication 
      • Marketing to Customers & Reports
      • Email Preferences (Batch Email)
      • SMS Text Message Preferences
      • Automation Marketing Preferences
      Customer Notes 
      Customer Tabs
      • Jobs
      • Messages
      • Tasks
      • Files 
      • AR
      • Activity
      • Communication
      Sub Customers: When to use these
      • Sub Customer Statement
      • Deactivate & Restore Customers or Set Inactive (Renewals)
      Merging Customers



      Last Updated by: Elizabeth on 07/12/23 

      Authored by: Elizabeth on 07/12/23 

      Link to legacy documentation