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
Log In to Your Account
Start by logging into The String platform with your credentials.
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.
Last updated