Brandboom

Learn what the Customers page does, how customer codes and sub-codes work, how to save buyer profiles, and how to associate customers with orders for better filtering and activity tracking.

Overview of the Customers Page

Learn how to manually create a customer record from the Customers page, open a new customer card, enter the required details, and save the record.

Create a Customer Manually

Save customer details from an order into your Brandboom Customers List by opening the order, using Choose a Customer, matching an existing customer, or creating a new prefilled record.

Save Customer Information from an Order to Your Customers List

Core customer and buyer management basics.

Customer Basics

Developers

Find answers and get help from Intercom Support and Community Experts

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