You can create Customer Persons by following the given steps:
STEP-1: Click on Prospects → Contact → Customer Persons → New Customer Persons. The JV Partner form will appear.
STEP-2: Enter Customer Persons details.
STEP-3: To add Person Party click on Add Person Party button. And fill in the details.
STEP-4: Add Address details in Address Panel.
STEP-5: Add the Info of added Customer Person, Qualifications in Education Panel and Family members.
STEP-6: Click on Save. Shortly you will receive a success message if you enter the correct entries.
Click on Prospects → Contact → Customer Persons → List Of Customer Persons. The list of Customer Persons will display.
You can edit Customer Persons by following the given steps:
STEP-1: Select the Customer Person that you want to edit. Right click on it and select Edit Person.
STEP-2: Edit the details and click on Save button.