How to Add a Customer and Primary Contact in Britixo CRM

How to Add a Customer and Primary Contact in Britixo CRM. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-customer/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/customers-contacts/ Manage customer billing and shipping addresses: https://britixo.com/help-centre/manage-customer-billing-and-shipping-addresses/ Invite a contact to the client portal: https://britixo.com/help-centre/invite-a-contact-to-the-client-portal/ Deactivate or delete a customer safely: https://britixo.com/help-centre/deactivate-or-delete-a-customer-safely/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Create the customer record • Enter the business details • Add the primary contact • Verify the relationship Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #CustomerManagement #CustomerOnboarding #CRMSoftware MORE HELP https://britixo.com/help-centre/add-and-manage-customer-contacts/ https://britixo.com/help-centre/add-notes-and-reminders-to-a-customer/ #CRMTutorial #BusinessSoftware