Add a Customer Account Cheat Sheet
- Yash Sawant
- May 20
- 1 min read
How to Add Customer in Sales and Customer Management Application through Create New, Bulk Upload or Android/iOS App
Goal 1: Add a Customer through Create New on the Dashboard
If a customer is not in the system yet, the Manager can add a new customer on the Fieldmobi Dashboard under the Customer Master module💻
Goal 2: Add a Customer Through Bulk Upload on the Dashboard
Goal 3: Add a Customer Using the Android/iOS App
Supervisors, Team Leads and Managers can add a new Customer using the Fieldmobi Application on the Android/iOS App📱
Note: Any Customer added from the Android/iOS App has to be approved on the Dashboard
