Onboarding: Create Your First Customer

Overview

Adding your first customer to the CRM creates a record that ties together every interaction with them — emails, calls, deals, notes — in one place, right from your very first entry.

Why it exists

The CRM is where every other module's activity ultimately connects — a campaign click, an inbound call, a signed deal. Creating your first customer record is what makes that connection possible from day one instead of retrofitting it later.

Benefits

• Every future conversation with this contact, across any channel, automatically attaches to their record.
• Deals, tasks, and notes can be tracked against a real contact from the start.
• Sets the pattern for Import Contacts if you have an existing customer list to bring in.

Step-by-step guide

1. Go to CRM → Contacts and click Add Contact.
2. Enter their name and at least one way to reach them (email or phone).
3. Optionally add a company, tags, or notes.
4. Save — the contact now has a profile page where all future activity will appear.

Tips

• Add a note about how you know this contact (referral, website form, walk-in) — small context like this is useful later and hard to reconstruct after the fact.
• If you have more than a handful of existing customers, skip ahead to Import Contacts instead of adding them one by one.

Best Practices

• Use consistent tags from the start (e.g., "lead," "customer," "past customer") — it makes filtering and future campaigns much easier.

Common Mistakes

• Creating duplicate contacts for the same person under slightly different names. Search first before adding a new contact if you're not sure whether one already exists.

Troubleshooting

If a new contact doesn't appear immediately in a list view, check any active filters or tags on that view — the contact was likely created successfully but filtered out.

Frequently Asked Questions

Related Articles

• Import Contacts
• CRM
• Connect Email