Add a customer and site

Before you can start a project for a customer, you need to add them to Console and create their site.

Add a customer

Steps:

1. Go to Records, then click Add customer.
2. In the drawer that appears, enter their details.
3. Click Create.

Outcome:

You'll be taken to the customer's workspace for your new customer.

Add a site

Steps:

1. In the customer record, click + Site.
2. In the onboard customer site task that appears, enter the site details.
3. Click Submit.

Outcome:

The site will appear in the customer workspace.

Add additional sites

Each customer can have multiple sites in Console.

Steps:

1. In the customer record, click + Site.
2. In the onboard customer site task that appears, enter the site details.
3. Click Submit.

Outcome:

The additional site will appear in the left sidebar.