OnboardPro

Add a customer

Capture the company once. Its details are reused on every workflow you send them, so they don't have to type them again.

  1. 1Enter the company details. Only the fields marked as required are compulsory.
  2. 2Add at least one contact person — this is the email address the onboarding invite goes to.
  3. 3Save, then send them a workflow from the Customers page.
Next: Back to Customers