Add a Customer Account Cheat Sheet

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

If you wish to add multiple customers to the system, the Manager can add them using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard under the Customer Master module💻

Add Customer details as per the downloaded template

Save the Excel file in CSV Format

Choose the CSV File that you just created and upload data

Upon successful completion of the Bulk Upload, you should be able to see "Complete data has been uploaded without Error" message

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