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Add Clients & Contacts
In this article, you’ll learn how to add clients & contacts to your Membroz account.
Steps to adding Clients & Contacts:
Step-1. In the Organization Menu select ‘Customer’.
Step-2. Click on ‘Add Customer’.
You could also click the Quick Action button (+ button) and select Customer.
Step-3. Enter all the details marked with (*). You can continue adding more information after the customer is added & click on the ‘Submit’ button.
Step-4. To see the added customers in the Customer’s list, open the customer’s menu.