Adding a customer

1. Tap + New customer on Home or on Customers.
2. Type the Name. Add the Phone and Email when you have them.
3. Add the address: Street, City, State and ZIP. A street needs its ZIP.
4. Tap Save.

If the phone or email matches a customer you already have, ClearVis shows that customer first. Open them, or tap No, this is someone new. Save anyway.

Let them fill it in

Type the name and phone, then tap Text them a link instead. They fill in the rest on their phone. They show on Home under New leads until you open them and tap Looks right.