There are several ways to create a customer in the mobile app:
You can create a customer from the Pulse Dashboard
You can create a customer from the Customers tab in the bottom menu
You can create a customer from the Full Menu tab
Method 1: From the Pulse Dashboard
To create a new customer from the Pulse Dashboard, select Create Customer or Create New under Recent Customers.
Method 2: From the Customers Tab
To create a new customer from the Customers tab, select Customers from the menu at the bottom of the screen. Then click Create New.
Method 3: From the Full Menu
To create a new customer from the full menu, select Full Menu from the menu at the bottom of the screen and then click Customers.
Then click Create New.
Creating a Customer
From here, you can begin to fill out the Account Status, Pipeline Status, Account Type, if you'd like to assign this customer to a specific team member, Lead Source and Primary contact information. Once you are finished entering the information, click Save in the top right corner.
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.