How do I add Customers to my FieldTask Organization?

There are two ways to bring customers into your FieldTask Organization:

• Using the Sync Option
• Adding Customers Manually

For both of them, you need to access Customers from the left sidebar.

Using the Sync Option

Once on the Customers Page, click the sync button on the top right.

Once clicked, a section will slide in on the left-hand side. This side will show all the Contacts on GHL that you can bring into your FieldTask Organization as Customers. Now choose which Contacts to bring in and click on the Sync Button at the top of this section.

Adding Customers Manually

Another way to add customers to your FieldTask Organization is to do so manually. To access the customer creation form, you can either click on Quick Actions and choose Customer.

Or, you can click the Add Customer button on the top right of the Customer Page.

Both options will lead you to the Customer Creation Form.