Get started with customers
Use customer records to store the companies and individuals that buy from you. A customer can be selected on quotes, sales orders, invoices, returns, payments, and other transactions.
When you create a customer, select one of these customer types:
- Company for a business, charity, government agency, school, or other organization. A company can have associated contacts.
- Individual for a person who is not represented by an organization. An individual customer does not have separate contacts.
Open Menu, and then select Sales > Customers. On the Customers page, you can search and filter by Active, Customer type, City, State or region, or Sales rep. Select a customer to review its overview, transactions, contacts, activity, and customer information.