Create New Customers (Job Board Version)

Santosh Updated by Santosh

This article will show you how to create new customers in your shopVOX Job Board account.

Customers vs Contacts

Here is a quick definition for Customer and Contacts.

  • A Customer is typically a company or organization, but can be an individual.  
  • A Contact is part of that Customer. One Customer (company or organization) can have several Contacts...and each Contact can have all the specific data you would like to add. ie. phone #, email, birthday, LinkedIn, Department, etc. 

How to Create New Customers

  1. Click the + Create button at the top of your screen
  2. Choose New Customer
Pro Tip: Hold the "n" key and press "c" for a sweet keyboard shortcut for creating new customers.
  1. Fill out some basic details
    1. Name - name of the company or organization
    2. Primary Contact Name - full name of the person you're selling to
    3. Primary Contact Email - email address of the contact person
    4. Primary Contact Phone - phone number for the contact person (not the organization)
    5. Addresses - you can store multiple addresses for a single customer in shopVOX.
  2. Click the Save button at the bottom right.

What's Next?

Nice work on creating new customers. Here's some other topics you might be interested in.

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