Brokerage Basics
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      1. MVMNT | Help Center
      2. Brokerage Basics

      Adding a New Customer

      How to Add a New Customer in MVMNT

      1. Click on Customers in the Left Menu Panel

      2. Select + New Customer

      3. Provide a Company Name and optional account Owner and select Add Customer

      Navigate through the Customer Profile and enhance with details as desired

      1. Fill in their billing information

      2. Add in relevant company contacts

      3. Manage customers shipping locations

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