Create customer

Two types of customers can be created in the system:

• Company;
• Individual.

To create a customer:

1. Select the Customers menu item. 

2. Click Create customer.
   

   Any customer data is intended for the vendor convenience.

3. If the customer is an individual, then follow the steps below.

   Enter the individual information

   Go to the Individual tab.

   Enter the information:

   • Name — the individual's first name;
   • Family Name — the individual's last name;
   • Email — the email address;
   • Phone — the phone number;
   • CRM ID — the number required to link the object in Guardant Station to the object in the vendor's CRM/ERP;
   • Comment — additional information about the customer.

4. If the customer is a legal entity, then follow the steps below. 

   Enter the Company information

   Go to the Company tab.

   Enter the information:

   • Company Name — the name of the organization for which the license is being issued;
   • Name — the first name of the contact person;
   • Family Name — the last name of the contact person;
   • Email — the email address of the contact person or organization;
   • Phone — the phone number of the contact person or organization;
   • CRM ID — the number required to link the object in Guardant Station to the object in the vendor's CRM/ERP;
   • Comment — additional information about the customer.
5. To complete the creation process, click Save.

See also

Edit customer information → 

Move customer to archive → 

Orders →