Step 1 - Log in to your organization's UrSpayce account. Go to ‘Directory’ from the left-hand bar. You will be directed to the directory visual dashboard.
This dashboard gives you a general overview of your workspace's total number of employees, customers, and vendors.
Step 2 - To add a customer to your workspace, click ‘+Quick Add’ from the upper corner of the page.
Step 3- Click on ‘Customer.’ Add all the primary details of your customer. You can also add their KYC and Social media details for a complete record.
Step 4- Once done, you can ‘Save’ all their added details or ‘Discard’ them.
Step 5 - You can check for these customers from your Dashboard.
Step 6 - To remove or edit the details of your customers, visit your dashboard and click on the ‘Customer’ section.
Step 7 - You will find their details listed, and to make suitable changes, click on the ‘three dotted’ button and continue as per your need.
