GorillaDesk
Adding Customers
In this lesson, we’ll discuss adding a customer from scratch and navigating through a customer’s account. We’ll also cover:

If you have a pre-existing list of customers from another software, our team can import your list free of charge. Click here about intercom.help: 5624205 adding a new customer manually to learn more.

Frequently Asked Questions:

Can you add customers from the mobile app as well?

You sure can! We’ll discuss that in the ‘Mobile app workflow’ video.

What happens if I create an invoice from the 'Invoice' tab on the customer's account?

That will generate a stand-alone invoice that will not be attached to a specific job. This is great for ‘one-off’ charges.