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Customers can be added in one of three ways:

  1. Imported via CSV file
  2. Salesforce or Hubspot integration
  3. Adding manually - as described below
  • To initiate the customer creation process, start by selecting Customers on the main menu and then click + Customer in the upper right.
  • Next, add all required information, including Customer name, address, and contact details.
  • Once completed, simply click the Save button to finalize the process.