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How to Add Customers

Follow the steps below to add you customers in the system:

Step 1 - Click CRM on the menu bar

Step 2 - Click on “Add Customer””

Step 3 - Capture customer details (names, contacts and business details)

Step 4 - click on “Submit” (Your customer will be successfully added in system).

Tip:

After successfully adding your customers, you can Manage Customer Profiles by clicking on Manage Customer under CRM on the menu bar.


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