Customers and growth
Create customer records and keep the customer list clean
Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.
Use Customers and New Customer when the team needs a clean place to store account details before more work depends on them.
Good customer records make follow-up, reporting, and order-entry faster.
Quick facts
Start here
- Clear names and clean records make search work better.
- Customer list cleanup is easier when duplicates are caught early.
- The record should reflect the real account relationship, not only one short-term order.
Step 1: Review the list before you add another record
Open Customers and search the current list first.
That quick check helps you avoid creating a second record for the same account.
Step 2: Create the new record with clear basics
Open New Customer and enter the account details your team will actually use.
Keep the record name and contact details clean enough that anyone can find the account later.