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How to ADD a CLIENT
Customer Relationship Management (CRM)
Click on CRM
A drop down menu appears
Click CLIENTS DATABASE
On the top right side, click on NEW CLIENT
Enter the known client’s details and SAVE
How to ADD CONTACT in the CLIENTS Details
Customer Relationship Management (CRM)
Click on CRM
A drop down menu appears
Click CLIENTS DATABASE
Identify the specific client on the list
Move across it, to Process and OPEN it
Click on ADD CONTACT
Fill in the fields and save
You can add as many…
