How to Add a New Customer in Nixie: A Detailed Step-by-Step Guide
At the heart of any successful dealership is a strong relationship with its customers. Whether you are selling cars, servicing bikes, or installing water purifiers, keeping an accurate and updated customer database is essential.
Nixie, your centralized Dealer Management System (DMS), features a built-in CRM (Customer Relationship Management) tool that makes it incredibly easy to capture client details. Adding a customer to Nixie allows you to quickly generate invoices, track service histories, and send timely Annual Maintenance Contract (AMC) reminders.
Here is the exact workflow to add a new customer profile to your Nixie dashboard.
Step 1: Navigate to the Customers Module
Getting to the customer creation screen is quick and easy:
Log In
Access your Nixie account using your secure dealer credentials.
Open the Customers Menu
On the left-hand sidebar menu of your main dashboard, locate and click on Customers.
Click Add Customer
In the top right corner of the Customers screen, click the Add Customer button. This will open the data entry form shown in the system.
Step 2: Fill Out the Customer Details
The "Add Customer" window requires a few key pieces of contact information. To ensure your database is accurate, fill out the fields as follows:
Name (Required)
Enter the full name of your customer. The asterisk (*) indicates that this is a mandatory field to create the profile.
Phone (Required)
Input the customer's primary contact number. This is crucial for sending service reminders, digital invoices, and AMC updates.
Enter a valid email address. While optional, capturing an email is highly recommended for sending electronic bills and promotional updates.
Address
Input the customer's full residential or business address. This is especially important for field service teams, home deliveries, or on-site maintenance visits.
Notes
Use this text box to add any specific dealership notes, such as preferred contact times, alternative phone numbers, or specific brand preferences.
Step 3: Save the Customer Profile
Once you have verified that the contact details are spelled correctly, click the orange Add Customer button at the bottom of the form.
Success! The customer profile is now saved securely in your Nixie database. You can now instantly link this customer to new product purchases, invoices, and service appointments.