For working in business is necessary to register and evidence your customers. In Financial Leasing App App you have ability co create new customers, which is very simple process.

Step n. 1

At the beginning click on button Customers, situated at the top of Dashboard.

Step n. 2

Then click on button New and choose the type of contact (Company or Person).

Step n. 3

After previous steps, you will see Customer Card, which is used to manage information about a customer and specify the terms of business, such as payment terms, prices and discounts. From here you can also drill down on past and ongoing sales activity.

For quide, how to fill each important field in Customer Card, see attached video.

Follow up:

Dashboard

How to do basic setup of OneCore Financial Leasing App

How to create new financial leasing

How to send customer reports

How to create new object

Active contract creation in OC Financial Leasing App