Add customer — Nimbus Solar CRM

Customer details

Who is this customer? Add their primary contact and address — you can add more contacts later from their profile.

Customer name *

Use household / business name (not the contact person's name).

Customer reference (NIM) *

Suggested: NIM\u2014. You can edit this if it doesn't match the company's current numbering.

Type *

Domestic Commercial

Address line 1

Address line 2

Town

Postcode

The main person you'll be communicating with.

Contact name *

Phone

Email

Preferred contact method

Phone Email Text

If you've discussed a project, capture the basics now. You can also skip this and add project details later from the customer profile.

Project name

Stage

System spec

Lifecycle

Lead Active

Account owner

Quick review before we add this customer. You can edit anything later from the customer profile.