1) Click on the "Add" icon, .

2) Click on "Customer."

3) User can fill out the customer's information:

(a) Business customer name.

(b) Upload the customer’s logo.

(c) Fill out the customer's email address.

(d) Fill out the customer's phone number.

(e) Fill out the customer's website address.

(f) Select the customer’s industry in the drop-down list.

(g) Fill out the customer's business description.

(h) Rate the customer to capture how you feel about them.

(i) Tag the customer with keywords.

(j) Select how the customer found your business.

(k) Enter the customer’s address, including city, state, and zip code.

(l) Add contacts.

(m) Upload attachments to the customer’s profile.

4) Click "Save."