# Customer Details

### 1. **Adding a New Customer**

* Click the **Add Customer** button in the top-right corner of the **Customers** section.
* Fill in the required fields such as:
  * **Name**: Customer's full name.
  * **Mobile**: Phone number.
  * **Email**: Email address (optional).
  * **Lead Source**: Origin of the lead (e.g., Google Ads, Referral).
  * **Lead State**: Status of the lead (e.g., New, Valid - Not Responding).
  * **Custom Fields**: Fields like Budget Preference or Site Visit Date, if applicable.
* Click **Add Customer** to add the customer to the database.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FtJ4CNGE1UoFB6OesLzxE%2FScreen%20Cast%202024-12-11%20at%206.49.57%20PM.gif?alt=media&#x26;token=9a23ede6-0204-4485-8525-98c92b815ca8" alt=""><figcaption></figcaption></figure>

### **2. Editing Customer Details**

* To update customer information:
  * Click the **Pencil Icon** next to the customer’s entry in the table.
  * Modify fields such as name, mobile, email, or lead state.
  * Save the changes to keep the record updated.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2Fl15v5mqAEUy6rO61dc76%2FScreen%20Cast%202024-12-11%20at%206.51.10%20PM.gif?alt=media&#x26;token=83c13349-511e-4c79-87e6-54bbc7d74957" alt=""><figcaption></figcaption></figure>

### **3. Deleting a Customer**

* To remove a customer from the database:
  * Click the **Trash Icon** next to the customer’s entry in the table.
  * Confirm the deletion in the popup.

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FS3KOyLjTCWGUhYuNagA7%2FScreen%20Cast%202024-12-11%20at%206.51.53%20PM.gif?alt=media&#x26;token=0b5e2a1b-bb08-4401-9b02-5233dc8569fe" alt=""><figcaption></figcaption></figure>
