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

1. You can create a customer from the Pulse Dashboard
2. You can create a customer from the Customers tab in the bottom menu
3. You can create a customer from the Full Menu tab

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Method 1: From the Pulse Dashboard

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

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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.

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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.

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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. You can enter GPS coordinates in Address Line 1 on the mobile app. FieldPulse will display the GPS coordinates associated with your customer’s address — tap the coordinates to open them in your preferred maps app.

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Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.