Add Customer Type

To add a customer type, follow the steps below.

  1. Go to App Builder > Customers.

    The Customers page appears.

  2. Under the Essentials section, click the Manage Types card.

    The Manage Types page appears.

  3. Click the Add Customer Type button.
  4. In the Type Name field, enter a name for the customer type.
  5. From the Color dropdown list, select a color to identify this customer type on Google maps.
  6. Click Save.
  7. Click Save & New to save and add a new customer type.