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Customers

Where: Sales → Customers.

Every customer company, searchable by name, GSTIN or city.

Creating a customer​

Click New Customer — only the Company Name is required; email, phone, GSTIN, city and state are optional but worth filling:

  • Email — without it, quotations/invoices can't be emailed and the Collections and Follow-up agents can't chase this customer.
  • GSTIN — needed for clean B2B GST records; missing GSTINs surface as findings in the GST Agent.
  • State — determines whether sales are taxed CGST+SGST (intra-state) or IGST (inter-state).

Viewing a customer​

View opens the detail panel: contact details, commercial terms (payment terms, credit limit), plus Contacts and Sites tabs listing the people and delivery locations on record. A Sync to Zoho button appears for admins when Zoho Books is connected.

Export​

Export downloads the current page as CSV (name, code, contact details, GSTIN, PAN, credit limit, terms, status).

Leads become customers automatically

Converting a CRM lead to a quotation creates the customer from the lead's company/contact details if one doesn't exist yet — so cold outreach doesn't require data entry up front.