There are several ways to create a customer in the mobile app:

To create a new customer from the Pulse Dashboard, select Create Customer or Create New under Recent Customers.

To create a new customer from the Customers tab, select Customers from the menu at the bottom of the screen. Then click Create New.

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.

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.