How to Log a Customer or Prospect


Click LOG AN "UP"


You will see a QUICK SEARCH box.  Type in any combination of last name, first name or phone number (you can even type in partial fields like CHO instead of CHOMER in the axample above.)  Press enter after typing a field or hit the SEARCH button.  You will then see a list of your customers who meet the search criteria.


If you see your customer in the list, double click on their name.  Or you can click SEARCH and see if you have ever entered them before.  If they are not in your records, click NEW ADDRESS.


If this is a new customer, enter all their data.  If they have been entered before, verify that the data is correct.


Click LOG THIS CUSTOMER.


You now have a customer logged.  See this tutorial for information about the customer/prospect screen.