Adding Customers — All Six Categories

Every company you work with is a customer record in one of six categories: Owner, Architect / Design Team, Engineer, General Contractor, Sub / Trade Partner, or Material Supplier. One flow adds them all — you just pick a different category.

1. Go to Pipeline → Customers. Two filter rows: relationship view (All / Customers / Suppliers / Leads) and CATEGORY pills for the six categories.
2. Click Add Customer (top right). Only Company Name is required — fill in what you know, come back for the rest.
3. Pick the Category. This is what files the company in the right list, so get it right.
4. Picking Sub / Trade Partner reveals a Trade (CSI division) picker — the standard CSI MasterFormat divisions. Always set it; it's how you'll pull up “all electrical subs” at quote time.
5. Picking Material Supplier reveals supplier fields: Product categories, Account terms, Lead time (days), and Territory.
6. Set the Relationship: Customer (we sell to them), Supplier (we buy from them), Both, or Lead (long shot prospect). Subs and suppliers auto-flip to Supplier — override if needed.
7. Add Contact Name, Phone, Email, City, State, then click Add Customer.

Have a spreadsheet already? Import CSV on the Customers page walks a choose-file → preview → done flow with duplicate detection, and Settings → Import can read a whole customer roster out of your existing workbook.