How to Add a New Potential Customer?

You can add new potential customer details.

This article illustrates the addition of a new corporate customer from the Manage Memberships > Create Membership section.

1. Navigate to New Membership > Primary Information Suitelet.

2. Click the

icon associated with the MEMBER dropdown list.

The Customer form is displayed.

3. Select or enter the required information in the fields. For more information, refer to the following sections:

4. After adding the mandatory fields, scroll down and click Save.

The customer is added to the Customer/Member list.

Primary Information of the Customer

The Primary Information within the Customer form is the essential demographic data of the customer.

Please refer to the following table for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
TYPE	Categorization of the customer as an Individual or Company Note: Based on the selection of the customer type, the fields in the Customer form will vary slightly.
COMPANY NAME	Name of the organization
PARENT COMPANY	Organization to which this company is a subsidiary (if applicable)
WEB ADDRESS	URL of the company
CATEGORY	Classification of the company based on the industry type
DEFAULT ORDER PRIORITY

Email/Phone/Address of the Customer

This section within the Customer form collects the contact information of the customer.

Please refer to the following table for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
EMAIL	Email address of the company
PHONE	Contact number of the company
ALT PHONE	Alternate contact number of the company
FAX	Fax number of the company