How do I add a customer in Vareons?

Adding customers manually serves cases preceding the first order: a customer you met at a fair, event, or phone call with whom you want to start the relationship before any purchase. Store buyers need no adding, because every checkout creates or updates the customer profile automatically. Use manual adding deliberately and focus on data quality from the first entry. See does Vareons have a CRM, importing and exporting customers, and customer order history.

Manual adding steps

1. Open the customers section from the customer relationship path in the dashboard.
2. Open the add-new-customer dialog from the dedicated add button.
3. Enter the customer core data accurately, especially the contact channels you will use later.
4. Save the customer and confirm the new profile appears in the customers list.
5. Open the customer profile and review its sections: orders, activity timeline, and notes.
6. Add a first introductory note documenting the customer source and the reason for early adding.

Recommended practices

• For large lists use file import instead of repeated manual entry.
• Grant customer-creation permission to concerned staff only, preserving data quality.
• Standardize phone number format at entry to ease later contact and search.
• Follow manually added customers with periodic notes until they convert into real buyers.
• Review customer profiles before campaigns to confirm targeting data completeness.