Add a CRM customer
Create a customer record with commercial and contact details.
Before you begin
- An active company and CRM edit permission.
- Who it is for
- company user with module permission
- Where to find it
- Clienti CRM
Step by step
Open Clienti CRM
Select the relevant company or account, then open «Clienti CRM».
Enter identity details
Fill «Nume client» and «CUI / CNP»; for a company, use «Cauta firma» and verify the returned details.
Complete contact and commercial fields
Add email, phone and address; set credit limit, discount, segment, source and status where relevant.
Save the customer
Select «Salveaza client».
Build the relationship
Confirm the customer appears in the register, then open «Contacte CRM» to add the primary contact.
Check the result
A customer record available to CRM and later commercial documents.
If something is missing
If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.
Availability depends on your role, enabled modules, country and company configuration.
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