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 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.

To add another site:

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

The additional site will appear in the left sidebar.