Create a customer
Create a customer with company details, account defaults and separate billing and shipping addresses.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Create a customer record in Pixie CRM
Create a Pixie CRM customer record with live clicks. Enter the company, phone, language and address, save the record and confirm the saved customer details.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
Visit the Pixie CRM YouTube channel
CRM workspace → Customers → New customer
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Customers and choose the new-customer action.
- Enter Company and the available VAT number, phone and website details. Choose customer groups where needed.
- Review Currency and Default language, then complete Address, City, State, ZIP and Country.
- Open Billing & shipping and confirm each address independently. Use the copy controls only when the addresses are the same.
- Choose Save, or Save and create contact to continue with the customer's personal contact record.
Check the result
- Reopen the customer and check the company, chosen currency and both addresses. Creating a company record does not by itself create a contact login.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.