Creating a Customer to pull through to Xero
- Within the 'Customers' tab in the CRM section, click on the blue button 'create customer'
- A window will open where you can enter the customer's details such as name, address and phone number
- Once you have added the details, click 'Create customer'
- You will now be able to see the customer that you added on your Specifi account, and also on your Xero account.
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