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- In the General tab, enter the customer name (required) and details, such as address, phone, description, etc. (optional). Click Next to move to the next tab.
- In the Custom Tags tab (optional), enter any additional information about the customer. This tab appears in the wizard only if custom tags have been added.
- In the Contacts tab (optional), enter Information for individual contacts at the customer site, including name and email address. Click Next to move to the next tab.In the Custom Tags tab (optional), enter any additional information about the customer in the custom tags that have been added.
- Click Save to create the customer.
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