Create a new customer

The following roles can create a new customer:

• Admin

• Sales

• Field Management

• Back Office Management

• Call Centre Basic

• Call Center Advanced

To create a new customer, follow these steps:

• Click on the ‘Add customer’ icon.

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Customer details

• Type in the customer’s primary phone number:

  • A primary phone number is mandatory (+2348085***000 or 8085***000; both formats are accepted).

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• Should be unique, because if you use an existing phone number, Pulse Web will take you to the customer account page.

• After the primary phone number encoded, the Alternative contact (not mandatory) and other fields such as personal details Documents, and language will reflect.

• Fill in the personal details

  • Name: it should not end with a space

  • Date of Birth

  • Gender

• Fill in the documents details:

  • ID type

  • ID Number based on the allowed ID validation in the NGU

• Choose the preferred language, this language will be used in further communication to the customer

  • Notifications will be sent in this language

• If everything needed is filled, click on ‘Next’ button.

• Note that if you click on ‘Cancel’ button, it will cancel discard everything you have filled.

Address details

• Choose the customer’s home address

• Fill in other required details:

  • Customer’s Main source of income

  • Customer’s current energy source

• Choose a referrer (this is optional)

  • If there is any , you can see that button for referrer involved is in green, you just need to enter the customer name, account ID or phone number to auto populate the details of the referrer involved.

• If no referrer was involved, disable ‘Referrer involved’

• Click on ‘Next’ button

• Verify that everything is okay

  • If ok, click on ‘Submit’ button

  • if you want to change anything, click on ‘Back’ button to go back to the page you want to edit

  • if you want to cancel the flow, click on ‘Cancel’ button