How to Add a Customer in Freshdesk

1. To start, click on "New".

2. Once that's done, click on Contact or Company based on your customer type. Let's proceed with Contact.

3. Quickly fill in the details like email, phone number, name, time zone, etc.

4. Finally, click on "Create contact".

5. You have successfully added a customer to Freshdesk.

6. Create a Supademo in seconds

This interactive demo/guided walkthrough on How to Add a Customer in Freshdesk was created using Supademo.

How to Add a Customer in Freshdesk: Step-by-Step Guide

Begin your customer setup by navigating to the main dashboard and selecting the "New" option. This action will open the menu where you can start adding fresh entries.

Next, you'll choose the type of customer you're adding. Depending on whether you're entering details for an individual or an organization, click on either Contact or Company. For this example, we'll proceed with creating a new Contact.

Now it's time to provide the essential information. Fill out the form with your customer's email, phone number, full name, time zone, and any other relevant details to ensure their record is complete and useful.

Once all details are entered accurately, finalize the process by clicking the "Create contact" button. This saves the new profile into your Freshdesk system.

Congratulations! Your new customer has been successfully added to Freshdesk. You can now view and manage their details along with your existing contacts.

Finally, leverage Supademo’s fast and efficient platform to create a demo tailored to your needs in just a few moments, helping you showcase your work with ease.

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