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 to a System Administrator.
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​1. Add a New Customer
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Customers can be added to your database from the Companies menu, under the Customers tab, via the Create shortcut on the top menu bar, or while using the New Project and New Opportunity forms. You will need each of the appropriate permissions in order to add Customers from these places. For help with permissions, please contact your System Administrator or send a "Help Me"email under the Support tab in the Help Center.
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​Steps:
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1. From the Customers tab, under the Companies menu, click the New icon (+)

2. From the "+" shortcut (New Icon) at the top of the page select "Contact" then from the dropdown select "+ Add New"

3. From the New Project form, click the Customer dropdown and select "+ Add New"

4. From the New Opportunity form, click the Customer dropdown and select "+ Add New"

5. In all cases, enter the Customer name in the "Entity Name" field to search the database for duplicates

6. If no Customer matches are found, fill in the required fields in the new entity form

7. At the topright of the form, click "Save"