Add New Customers

Efficiently grow your customer base on The String platform

How to Add a New Customer on The String

Expanding your customer base is essential for business growth. Here's how you can add a new customer to The String platform, whether by converting leads or importing data.

Step-by-Step Guide

1. Log In to Your Account

   • Start by logging into The String platform with your credentials.

2. Navigate to Customer Management

   • From the dashboard, go to the "Customer Management" section.

Option 1

Convert Leads to Customers

• Go to the Leads List: Access the leads list from the "Lead Management" section.
• Select the Lead: Find the lead you wish to convert and click on it.

• Convert to Customer: Use the "Convert to Customer" option to move the lead into your customer database. You can then fill in any additional details if necessary. Learn more about managing Leads

Option 2

Import Customers

• Prepare Your Data: Ensure your customer data is formatted correctly in a CSV or Excel file.

• Click on "Import Customers": In the "Customer Management" section, find the "Import Customers" button.

• Upload Your File: Follow the prompts to upload your file and map the data fields correctly.

• Review and Save: After importing, review the data to ensure everything is accurate, then save the new customers to your list.

Verify the Addition

• Finally, check that the new customers appear in your customer list. You can search or filter to confirm their details are correctly entered.

Additional Tips

• Bulk Import: Use the import function for bulk customer additions to save time.

• Automated Conversion: Set up rules to automatically convert qualified leads into customers based on specific criteria.