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Adding a New Customer
Adding a New Customer
Nick Michalarias avatar
Written by Nick Michalarias
Updated over 11 months ago
  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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