---
title: "How to Create a New Customer"
description: "Learn how to add new customers in ClearCRM, either manually or by converting an existing lead."
url: https://help.clearcrm.com/en/articles/10705523-how-to-create-a-new-customer
collection: "Customers"
updated: 2026-10-30
language: en
---

# How to Create a New Customer

Learn how to add new customers in ClearCRM, either manually or by converting an existing lead.

## Creating a New Customer

You can create a new customer in two ways:

1.  **Manually from the Customers page**
    
2.  **Using the Quick Create button**
    

## 1\. Creating a Customer from the Customers Page

1.  **Navigate to the Customers Section**
    
    -   Click on **CRM** in the left-hand menu.
        
    -   Select **Customers** to open the customer list.
        
2.  **Click "New Customer"**
    
    -   Click the **\+ New Customer** button to open the creation form.
        
    
    ![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165949_0542.png)
    
3.  **Fill in Customer Details**
    
    -   Enter the **Company Name** (mandatory).
        
    -   Add optional details like **Phone, Website, Address, City, State, and Country**.
        
    -   Choose a **Currency** and **Default Language** if needed.
        
4.  **Save the Customer**
    
    -   Click **Save** to finalize the creation.
        
    -   You can also choose **Save and create contact** to immediately add a contact person for this customer.
        

## 2\. Creating a Customer via Quick Create

1.  **Click the Quick Create Button**
    
    -   The **Quick Create (+) button** is located next to the search bar at the top.
        
    -   Click it and select **Customer** from the dropdown menu.
        
2.  **Fill in Customer Details**
    
    -   The same **New Customer** form appears, where you can input company details.
        
3.  **Save the Customer**
    
    -   Click **Save** to finalize the creation.
        

## 3\. Converting a Lead to a Customer

Instead of creating a customer from scratch, you can also convert an existing **Lead** into a **Customer**:

1.  Go to **CRM > Leads** and select a lead.
    
2.  Click **View** to open the lead profile.
    
3.  Click **Convert to Customer** and complete the required fields.
    
4.  Click **Save** to finalize the conversion. The lead will now appear under **Customers** instead of **Leads**.
    

## Summary

-   You can create a new customer manually or using **Quick Create**.
    
-   The **Quick Create** button lets you add a customer without navigating to the Customers page.
    
-   Existing leads can be converted into customers instead of manually creating new ones.