How To Search/Add Customers?

How To Search/Add Customers - 

• Log in to Chargezoom Dashboard:

  • First, log in to your Chargezoom account.

• Navigate to the "Customers" Section:

  • From the Chargezoom dashboard, look for the Customers option in the menu.

• Select "Customers":

  • Click on Customers to view your customer data, search for existing customers, or add new customers.

Search for Customers:

• Path - Customers > Search for Customer
  • This allows you to search for existing customers in the system, possibly using filters or search criteria to find specific customer details.

Add New Customer:

• Path - Customers > Add New > Enter Customer Information > Save
  • In this process, you can add a new customer by providing their details (like name, contact information, etc.) and then saving the new entry to the system.

Sync/Automation tier

 You will need to add new customers in QB and those will sync into the B2B portal.