Welcome to Isolocity's Support

Link to Customer video: 

Step #1

Click here to add a new "Customer".

Step #2

Click "Create Customer"

Step #3

Enter "Customer Name"

Step #4

Select "Status".

Step #5

Enter "Street Address"

Step #6

Enter "City"

Step #7

Enter "Province/State"

Step #8

Enter "Country"

Step #9

Enter "Type of Sale"

Step #10

Enter "Primary Contact"

Step #11

Enter "Primary Contact Email".

Step #12

Enter "Primary Contact Phone".

Step #13

Enter "Primary Position"

Step #14

Upload any related documents to your customer (Optional).

Step #15

Enter a "Secondary Contact" (Optional).

Step #16

Add an "Action Item" associated with this customer.

Step #17

Click "Create Customer".

Step #18

Click "Save Customer"