When you are on the Customer page, select the Add tile located at the bottom of the Customer page:
After selecting the Add tile, you will be redirected to the Add Customer page:
On this page input the requisite information in the appropriate fields:
The customer's company name, if applicable.
The customer's current status (i.e., Open, Ongoing, At Risk, On Hold, or Lost)
The customer's first and last name
The mobile, home, or work phone numbers for the customer
The customer's email address.
Use the checkbox to indicate whether the new customer is a prospect.
If you select the "Street Address" option, you will be prompted to input the address, city, state, zip code, and country of the customer. The Geocode option will also get the approximate latitude and longitude from the entered address.
Once you are satisfied with the new customer's information, press the Add tile to save the new customer. The new customer will then be available from both the MobiWork web application and the mobile device, allowing your team to access and manage the customer's information from either platform.