Search for a customer
Pick an existing ERP customer, or enter one manually if they're not in it yet.
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Overview
The customer picker searches your connected ERP directly, so you’re never re-typing details that already exist there.
Step by step
- On the create-lead or lead-detail screen, start typing the customer’s name into the Customer field.
- Pick the matching result from the dropdown - the customer stays locked in against the lead.
- Didn’t find them? Click Enter manually to switch to a plain text field instead, and type the customer’s name directly.
Note
A manually-entered customer has no ERP link - if they’re later added to your ERP, you’ll need to search and re-pick them to connect the lead properly.
See also
- Create a lead - where you’ll usually do this first
- Link a lead to a job - the same kind of ERP search, for jobs