Adding a new Customer to your CoreBridge system is the first step in building and managing strong business relationships. By creating a Customer Record, you’ll have a central place to store and track important details such as Contact Information, Estimates, Orders, Invoices, and more.

Entering a New Customer

Navigate to Sales Module / Customers / Create New. 

Note: Required fields are indicated.

1. Enter the Company information. 

2. Enter the Billing Address for the Company.

3. Enter a Primary Contact.

Note: Each Contact's email must be unique under that Customer. The contact email will be used as the username for this Contact's Customer Portal (if enabled).

4. Select the Salesperson to be assigned to this Customer

5. If you have more than one Location, select which Location will primarily service this Customer.

6. Select the Customer's Default Tax Group.
Note: If the Customer has Tax-Exempt status, this will be set after the Customer is created.
7. Select the Customer Origination.

8. Customer Type identifies the market segment a customer belongs to, such as Retail, Government, Non-Profit, or Wholesale.

9. Industry Type refers to the Industry in which the Customer does business. This classification helps you organize Customers by field of work and can be useful for reporting, targeted communication, and market analysis.

10. Set the Master Account, if applicable. 

11. Click Create Customer.