Other Entity types in RedTeam include: Vendors (subcontractors) or Third-Parties (designers, architects, etc.).
Your user role must have permission to add and edit Customers, as well as Customer contacts, Facilities, project service locations, credentials (insurances, etc.), and interactions (for Marketing). Any Customers you add to RedTeam will be available for all users across all projects. If you are unsure of your permissions, use the Support Log in the Account menu to send a Help Me request to a System Administrator.
RedTeam provides several ways to add a Customer, depending on where you are working in the system. Customers can be added from the Companies, Contacts, Projects, or Opportunities menus.
Add a Customer from the Companies menu
Use this option when you want to create a Customer directly from the Customers database.
Go to Companies, select the Customers tab, click the New (+) icon, and then click Add New Customer.
Enter the Customer name in the Entity Name field.
Review the search results for possible duplicates.
If no matching Customer is found, complete the required fields.
Click Save.
Add a Customer from the Contacts menu
Use this option when you want to create a Customer while adding a Customer Contact.
Go to Contacts, click + New, and then click Add Customer Contact.
Click the Company dropdown and select + Add New.
Enter the Customer name in the Entity Name field.
Review the search results for possible duplicates.
If no matching Customer is found, complete the required fields.
Click Save.
Add a Customer from the Projects menu
Use this option when you want to create a Customer from the New Project form.
Go to Projects and click the + icon.
Click the Customer dropdown and select + Add New.
Enter the Customer name in the Entity Name field.
Review the search results for possible duplicates.
If no matching Customer is found, complete the required fields.
Click Save.
Add a Customer from the Opportunities menu
Use this option when you want to create a Customer from the New Opportunity form.
Go to Opportunities and click + New.
Click the Customer dropdown and select + Add New.
Enter the Customer name in the Entity Name field.
Review the search results for possible duplicates.
If no matching Customer is found, complete the required fields.
Click Save.