Within Teamwork Desk, you can add new customers to your site at any time.



In the Customers area of your Desk account, select the Customers tab.




To create a new customer, click + Add Customer in the top right corner.

In the create customer modal, you can add the details for the new customer.


Customer options:

  • First name
  • Last name
  • Email address
Note: When a person emails one of your inboxes, they will automatically be added to your customer list. If an existing customer address matches, the email will be added to their customer history instead.

For more information, see:  Importing customers via csv