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Under the customers, tab is where you will enter, manage and review your customer information. 


To add a customer: 


  1. Go to the 'Customers' Tab
  2. Click the 'Clients' or 'Leads' tab
  3. Then click 'Add New Client' or 'Add New Lead' in the top right corner 
  4. Fill in the form and follow the on-screen prompts 
  5. Click 'save'
  6. Repeat for each new customer