How to Create a New Customer

How to Create a New Customer

Within the CRM section on the left hand menu click on the ‘customers’ tab. From here you can add new customers or import them from your Xero account. 

  • To add a new customer click the button ‘create customer’ found in the right hand corner

  • You will then be shown a form where you can enter their details, some of these are required and others optional

  • Once complete, click create customer.




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