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How to Create a New Customer within the CRM

Navigate to CRM menu Customer Service > Add New Order

  1. Enter in the required fields to begin the order then click Next

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2. Select a Site to display the products as associated with the site, and click on the + for the product(s) you want to add to the cart. You can also adjust the quantity if needed. Then click Next. 

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3. Enter in the payment information, then click Next

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4. Review your order before submitting, then click Save. 

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5. The receipt page will be displayed next. You can click on the customer id to redirect to the customers profile/account. 

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