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Quick Create: Single-Step Workflow
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To create a new customer using the single-step workflow
- Click on the Plus icon on the top bar and select Customer.
- Note: If more than 1 workflows is available, you will need to select the Single Page workflow in the Select Workflow window.
- Fill out all required fields (these fields are labeled with a red dot) and any other information in the New Customer window.
- Note: You can first fill in the zip code and the State, City, and County will auto-fill.
- Click Save. The customer has been created. The New Customer window will close and you will now be in the newly created Customer record.