Add customer — Nimbus Solar CRM

Customer

Customer name *

Customer reference *

Must be unique across all customers.

Type *

Address

Address line 1

Address line 2

Town

County

Postcode

Primary contact

Contact name *

Company

Job title

Mobile

Office / landline

Email

Notes

Preferred contact method

Phone Email Text

Project · optional

Title

Stage

System spec

Ownership

Lifecycle

Lead Active

Account owner

Linked to contractor · optional

If this job is for a contractor (Jones Roofing, Cardiff Scaffolding, etc.), pick them here. The contractor's CDM / DNO / G98G99 defaults will pre-fill on the customer record. Leave as "(none)" for direct domestic or commercial jobs.