Part 1: Creating customer accounts manually
As you’re exploring your account, one of the first things you will want to do is add your customers. Here, we’ll show you how to create customers from scratch on the desktop and mobile versions of GorillaDesk.
See video below for instructions on creating customers manually on the desktop version of GorillaDesk:
See video below for instructions on creating a new customer on the mobile app:
After signing up for a plan with GorillaDesk, one of the first things you will want to do is add your customers. Though we do provide the ability to import you customer list as a .CSV file, you may also add your customers into the system manually.
To do so:
- Click ‘Customers’ at the top of your account
- Click ‘New Customer’ in the upper right portion of your screen
- Fill out your customer information accordingly
- Click Save
Still have questions after watching the demo video? Book a 1-on-1 Sales Call with Blake, our Head of Customer Success. This gives you the opportunity to ask me any anything and get personalized feedback.
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Watch your demo, then claim your offer!