This SignPilot training video demonstrates how to add a customer to your portal account. After logging in and navigating to the Customers tab, click "Add Customer" to enter new customer information. Input details like company name, contact person, phone, email, and address. You can also add notes and files. After saving, you'll see the new customer on your dashboard, ready for project creation. The process is straightforward and allows for easy management of customer information within the SignPilot system.

• Log into SignPilot Portal and navigate to Customers tab

• Click "Add Customer" in the upper right corner

• Enter customer details: company name, contact person, phone, email, and address

• Optional: Add notes and files (photos, videos, special instructions)

• Click Save to add the customer

• Projects tab opens, prompting to add a project (optional)

• Customer card in upper left corner shows customer and contact information

• Dashboard displays newly added customer with associated contact name