# Add a customer

Create a customer record with Quick Consumer Create, so you can start a list for someone you're helping on the floor or on the phone.

Quick Consumer Create adds a customer from the Customers page with a name, an email and, if you have it, a phone number. **By default it also sends them a welcome email** with sign-in instructions for your website.

## Steps {#steps}

1. In the sidebar, select **Customers**.
2. Select the round purple add customer button at the bottom right of the page.

   ![The round purple add customer button with a person and plus sign](https://www.neuralpartners.ai/help/engage/add-a-customer/add-button@2x.png)

3. Type the customer's **First Name**, **Last Name** and **Email**. All three are required.
4. If you have it, type their **Phone (Recommended)**.

   ![The Quick Consumer Create window with First Name, Last Name, Email and Phone (Recommended), Additional Options (Optional), and Cancel and Create Customer buttons](https://www.neuralpartners.ai/help/engage/add-a-customer/quick-consumer-create@2x.png)

5. If you don't want to email them yet, open **Additional Options (Optional)** and clear **Send welcome email**.
6. Select **Create Customer**.

## Good to know {#good-to-know}

### The welcome email {#the-welcome-email}

- **Send welcome email** is ticked unless you clear it. With it ticked, you'll see "*name* created — welcome email sent".
- Your account's notification address also gets an email about the new account.
- If they never sign in, you can send it again with **Resend welcome** in the customer's panel.

### Additional Options {#additional-options}

**Additional Options (Optional)** also has:

- **Account Type**: **Consumer**, the default, or **Trade Professional**.
- **Internal Notes**: an optional note for your team, up to 2,000 characters. It shows under **Notes** on the customer's **Overview** tab. You can't change it after the customer is created.

### If something goes wrong {#if-something-goes-wrong}

- A missing name or email, or an email that isn't valid, shows a message under the field.
- If the email is already on your account, you'll see "Customer with this email already exists for this showroom".

### After you add them {#after-you-add-them}

- The new customer starts **Unassigned**, not with you as their salesperson.
- The Customers list shows 50 customers a page. If you don't see the new name, search for it.
- To start a list, open the customer and select **Create list** in their panel or on the **Lists** tab.

### Other details {#other-details}

- To leave without adding anyone, select **Cancel**, the X or press Esc.
- Staff, Marketing, Manager and Admin users can all add customers.
- The add customer button isn't there in the Master view or while Privacy mode is on.

## Related {#related}

- [Customers overview](https://www.neuralpartners.ai/help/engage/customers-overview/)
- [Assign a salesperson to a customer](https://www.neuralpartners.ai/help/engage/assign-a-salesperson-to-a-customer/)
- [Add products to a customer's list](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/)