From the Here app, you can add a new client on the iPad before or during checkout. After adding a customer from the app, it will also be displayed on the SalesVu Portal. To do so, follow the guide below:
Note: To add a new client to your CR, you must have purchased the Advanced or superior Bundle.
1. Tap on the customer icon on the top right corner of the screen
2. Tap the three vertical dots, then tap on Add customer
3. Enter the customer details
4. Tap on 'Save' to add the customer to your CRM