Getting Started: How to create a new customer

In Winner Bizz, users can add new customer contacts to their customer registry, which will store the customer contact's details such as name, address, customer number and phone numbers in the user's customer database.

Note: To import existing projects and customers from Winner Flex or Winner Bizz, see Getting Started: How to import an alternative from Winner Flex or Winner Design.

How to add a new customer contact

At the Homepage:

1. Select Sales > Customers. This opens the user's list of contacts and customers.
   
   
2. At the Customers page, click + Add new.
   
   
3. In the Customer window, enter the required details for the new customer contact, plus any additional information, into the relevant fields.
   
   
   Note: Required fields are marked with an asterisk *.
   
   
4. Click Save.

Next step: Getting Started: How to create a new project

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