Creating customers

Handshake enables you to add a new customer on the fly, whether you are connected to the web or not. This is a great feature when at trade shows and meeting buyers for the first time.

How to create a new customer

To create a new customer, Open up the "Customers" tab on Handshake for the iPad or iPhone.

Hit the plus [+] button in the top right hand corner of the customer list.

Choose "Create new customer" to start fresh or "Import from contacts" to import a contact from your existing iPhone or iPad contact list.
 

Enter in the customer's details such as their name, contact information, billing and shipping addresses, preferred payment terms and ship method and you're good to go!
 

What happens to the customers I create?

• If you're online, these new customers are synced back to Handshake Hub.
• Customers created in Handshake Rep are allocated a customer ID by Handshake that always begins with an asterix (*).