Create a customer record when a new lead, contact, client, member, student, patient, or prospect needs to be tracked in Customer Hub. A good record gives your team one place to manage communication, tasks, forms, purchases, bookings, and follow-up.

What this guide helps you do

• Create a person record with the minimum useful details.
• Assign owner, lifecycle stage, lists, and contact fields.
• Use AI to prepare the record and follow-up task while keeping the save step under review.

Before you start

• Have at least one reliable identifier, such as name, email, phone, company, or source.
• Check whether the person already exists before creating another record.
• Know which owner, stage, or list should receive the new customer.

Do it manually

1. Open Customers and choose People or the main customer list.
2. Select New person.
3. Enter first name, last name, email, phone, owner, lifecycle stage, and lists when available.
4. Save the record.
5. Open the new customer record and add a note or task if follow-up is needed.
6. Use search to confirm the new record appears in the expected view or list.

Ask Faster AI

• Create a customer record for this new lead with name, email, phone, owner, and source. Add a follow-up task for tomorrow, but show me the details before saving.
• Check whether this email already exists in Customer Hub before creating a new person.
• Create a customer from this form submission and add them to the consultation follow-up list.

Review before saving or applying

• Confirm email and phone are correct before saving.
• Avoid creating a duplicate when an existing record already has the same email, phone, or company.
• Review owner, lifecycle stage, and list membership because those can drive follow-up.

Common issues and fixes

• If Save is disabled, add at least a name or email.
• If the person appears in the wrong view, check filters, stage, owner, and list membership.
• If a duplicate appears later, use duplicate review before merging history.

Customer 360 overview

For what a customer record becomes once activity, money history, email, notes, and tasks start collecting around it, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Connected workflows

• Map form submissions to customer records
• Create a segment from customer behavior
• Use customer activity for follow-up
• Review Money activity for a customer

Placeholder media

• Screenshot placeholder: add an annotated screenshot of create a customer record with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Set up CRM with AI
• Find and merge duplicate records
• Understand Customer 360