Customer Types are used to classify your Customer base.
Examples: Commercial, Residential, Property Manager, Property Owner, Home Builder, Community, Lot, Tenant, etc...
Create a New Customer Type
Use the steps below to create a new Customer Type within your company’s system.
- From the Control Tower, select the Admin drop down on the top right.
- Select Customer Type.
- A new Customer Type tab displays.
- Update the Code and Description fields with your company’s vernacular for classifying Customers.
- Select the Save button.
- Complete steps 4 and 5 for each Customer Type needed.