nXportal - User Manual: How to Add a Client in NXPORTAL

User Manual: How to Add a Client in NXPORTAL

Step 1: Log In to Your Account

Enter your username and password on the login screen, then click the login button. This will take you to your home page.

Step 2: Navigate to CRM

From the home page, locate the CRM tab on the left sidebar. Click the tab to expand CRM-related options. This will open up modules like Leads, Customers, and Opportunities.

Step 3: Go to the Customer shortcut

Click on the Customer option under the CRM section. This will open the list of all existing customers or clients in the system. You’ll be redirected to the Customer List View.

Step 4: Add a Customer/Client

Click the “Add Customer” button on the upper right of the Customer List page. A new customer creation form will appear. This form is used to enter all client information.

Step 5: Fill in the Forms and Information

Provide the client’s name, type (Individual or Company), contact details, and customer group. Make sure all required fields are properly filled in. Once done, click the Save button at the bottom of the form.

Step 6: Check if the Client Saved

After saving, you will be redirected back to the Customer List. Check if your newly added client appears in the list. You can use the search bar to quickly verify the entry.