WEBVTT

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Open Customers in Pixie CRM then choose New
Customer A customer

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record holds the organisation's details
Individual people and their

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access are managed as contacts which we cover in
the related contact

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tutorial

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Enter the customer company and phone number
Company is required

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on this form Our example is Maplebridge Design a
fictional training

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organisation with a reserved example phone number
Leave opening

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balances and VAT blank when they do not apply to
your example

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Review Currency and Default Language System
Default uses the workspace

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defaults We will leave the currency on System
Default and choose

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English for this customer's language Select the
correct choices

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for your own customer and organisation

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Enter the customer address city state or county
and postal code

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Then choose the country We are using fictional
training details

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Billing and shipping addresses have a separate
tab so they can be

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completed independently when the customer needs
different document

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or delivery addresses

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Choose Save to create the customer record without
adding a contact

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in this step Wait for the customer page to load
then check the saved

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company phone language and address The customer
record is now ready

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for contacts and your next authorised workflow

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Continue with the contact and billing address
tutorials to build

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out the record Creating a customer alone does not
demonstrate a

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customer login or send a contact invitation The
matching written

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guide and related tutorials are linked in this
video's description