Add Customer Type

To add a customer type, follow the steps below.

  1. Go to App Builder > Customers.

    The Customers page appears.

  2. Under the Essentials section, click the Manage Types card.
    Add Customer Type 1

    The Manage Types page appears.

  3. Click the Add Customer Type button.
    Add Customer Type 2
  4. In the Type Name field, enter a name for the customer type.
    Add Customer Type 3
  5. From the Color dropdown list, select a color to identify this customer type on Google maps.
    Add Customer Type 4
  6. Click Save.
  7. Click Save & New to save and add a new customer type.