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Adding a New Customer Record

 

1. Log in to Sales.

2. Select the Customer Icon. (Image 2)

Image 2

3. At the bottom of the Customer Search pop up click the Add New button. (Image 3)

Image 3

4. In the Quick Add Customer page the fields that have * behind them are required customer information. (Image 4)  

Image 4

5. Some customer information is optional such as the customer's phone number and email. (Image 5)

Image 5

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