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Contact Info

  • Enter the Contact Information.

  • Enter any notes for this customer in the Notes field.

Notes

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Create New Customer

Info
  • Enter the information to create a New Customer record.

  • Click the New button.

  • Enter the Customer Name, Phone and Email Information.

  • If applicable, enter the Company Name.

  • Enter Customer's Contact Information and any Notes.

  • Click Save.

  • The new customer record will be listed. 

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