In Transense CRM Software, enterprises can import customer data (How to Import Customer Data in Batch Quantity?) in batch quantity, also they can manually create new customer archives. Inputting customer data is the first step to use CRM Software, and all the subsequent customer management activities of enterprises will focus on customer data.
Enter Transense CRM>>Business>>Customers>>New Customer,as shown below:
In the page shown above, you can fill in basic information of customers and contact person data as needed. After successfully saved, the newly-created customer archival information can be viewed in Transense CRM>>Business>>Customers>>My Customers. Besides, in Transense CRM Software, customer archival fields can be defined as deeded, which makes it convenient for enterprises to define customer files in accordance with their own special requirements.( How to Define Customer Fields?)