How to Add a Customer

Documentation Index

Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Add customers to your Website CRM to track visitors, buyers, and manage billing.

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When to Add Customers

Add customers when:

• Someone makes a purchase
• You want to send an invoice
• Tracking a lead or prospect
• Managing ongoing relationships

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Adding a Customer

1. Open your website in the editor
2. Click CRM tab
3. Click Add Customer button
4. Fill in customer details
5. Click Save

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Customer Fields

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Required Fields

• Name: Customer’s full name
• Email: Contact email address

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Optional Fields

• Company: Business or organization name
• Notes: Internal notes about the customer

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After Adding

Once added, the customer:

• Appears in your customer list
• Can receive invoices
• Has a billing history
• Can be searched and filtered

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Tips

• Use accurate email addresses
• Add company name for B2B
• Use notes for context
• Keep information updated

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Automatic Customer Creation

Customers are also created automatically when:

• Someone purchases a product
• A form submission includes email
• Integration creates a contact

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Managing Customers

After adding, you can:

• View customer details
• Send invoices
• Track billing history
• Add subscriptions
• Update information