Add Customer

Customers in Sagicc are created from inbound or outbound interactions between them and the company. But sometimes it is necessary to manually add a customer. To add a customer, click on the Add Customer button from the Customers module, or click on the Add Customer button that is always visible in the top options bar.

Sagicc will take you to the customer creation form, where you will need to enter the following required information:

• Customer Type: Specifies whether the customer is a Person or a Company.

• For Person-type customers:

  • Document Type: Type of document/identification of the customer.

  • Document Number: Document/identification number of the customer.

  • First Name

  • Middle Name

  • Last Name

  • Second Last Name

  • Date of Birth

  • Features: Customer features associated with the customer

  • Gender

• For Company-type Customers:

  • Document Type: Customer's document/identification type.

  • Document Number: Customer's document/identification number.

  • Name / Business Name

  • Tags: Customer tags associated with the customer.

Enter all the requested information, verify that the information is correct, and click Save to add the customer. If the process was completed successfully, you will be automatically taken to the profile of the customer you just added.