Discover the step-by-step process to quickly create a customer from a specific application.
To create a customer quickly from an application in your Under account, follow these steps:
- Go to the Applications homepage.
- Choose the specific application you want to create a customer from.
- Locate the Create column in the chosen application and click on the button labeled Create Customer From Application.
- Enter basic customer information (First Name, Last Name, Email, Phone, and DBA Name) to create the customer record, then click Create Customer.
Here is a short video that provides a clear explanation of the process mentioned above: