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Adding a New Customer

Step-by-step Instructions:

  1. From the main sidebar navigation, click on Customers.
  2. Select Customer from the sub-menu.
  3. Click the Add Customer button.
  4. Fill in customer details like Name, Email, Phone, Address, etc.
  5. (Optional) Assign a Tier and Tags.
  6. Save the customer profile.
Add Customer

Figure 17: Add Customer Screen