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Adding a new Customer Email account
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From a Customer Account
- Click on the Sales menu.
- Select Customers.
- Click on the Customers tab.
- Type in the Company name in the Company box
- Click on the correct Company.
- Click the + Icon to add a contact.
- Complete all required/desired fields.
- Click Submit.
From a Quote
- Click on the Company name from the quote.
- Click the + Icon to add a contact.
- Complete all required/desired fields.
- Click Submit.
