Manage your customer directory
Find, add and maintain customer records in one place.
Who this guide is for
Levah web dashboard. Available actions depend on your business type, subscription and staff permissions.
On this page
Before you begin
- Have the customer's current details and check whether a record already exists.
Step by step
- Open Customer Mgt → Directory.
- Search or filter the directory for an existing record.
- Use the add-customer form for a new customer, or open the existing record and use its edit action.
- Review the saved details and open the customer record to inspect the available recent-order information.
What happens next
Your directory contains the customer details used in your sales workflow.
Helpful to know
- Check existing records before adding another customer with the same contact details.
- Use the order record to investigate a specific sale.
Still need a hand?
Get helpTell us what you were trying to do and where you got stuck.