Hoops makes it easy to create and manage customer records through the Customer Board. Customer records store contact information, addresses, and other details used throughout SalesDocs, Jobs, and Tasks.
Step 1: Add a Customer
Navigate to the Customers in the main menu and click Add Customer.
Step 2: Select Customer Type
Hoops supports both Company Customers and Individual Customers.
Company Customers require:
Company Name
Contact First Name
Contact Email Address
Individual Customers require:
Contact First Name
Contact Email Address
Enter the required information to create the customer record.
Examples would be:
Coca Cola (Company)
James Jones (contact)
Jill Smith (contact)
Rachel Green (Individual)
Step 3: Add Additional Information
Additional information can also be added to the customer record, including:
Phone numbers
Website details
Addresses
Additional contacts (for company type customers)
Step 4: Save Customer
Once saved, the customer will appear in the Customers list and can be selected when creating SalesDocs, Jobs, Tasks, and other records in Hoops.
Step 5: Edit Customer Details
Customer records remain fully editable after creation. Use the Action Menu to update customer information whenever required.
💡 Pro Tips
The customer's profile will build over time as you do Quotes, Jobs, Proofs and other items for this Customer. The Company Profile will help you keep a track of the overall customer's history with your business. Consider this when adding new contacts, particularly in the case of Company type customers, who may have multiple different contacts. Consider editing the existing customer, and adding another contact, which will keep the profile and history in tact.
Looking to keep internal notes for a customer? Try the customer Profile field. Learn more here.
Next Steps: