Add a location

These steps show you how to add a node to a customer’s structure. A node is a region, district, cluster, or location — the Type determines which level. For the Admin or Office role.

Before you start

• An existing customer.
• The Admin or Office role.

Steps

1. Open the customer via Customers and choose Add location. Adding a level under an existing node? Open that node and choose Add sublocation.
2. At Type, choose the level: Region, District, Cluster, or Location.
3. Enter the Name and, where known, Phone, Email, and Address.
4. Choose Save.

Result

The node appears in the structure under the customer. Open it to attach sublocations, contacts, or visits.

Related articles

• The location structure
• Add a contact