This guide walks you through the essential steps to initialize the creation of a new customer and input address details efficiently. Follow these instructions to ensure your project data is accurately populated and saved in the system.
1. Click "New Sales Project"
2. Click "Assign" under Customer. This is a required field.
3. Click "New Customer"
4. Fill in the required "Customer Name."
5. Click "Create"
6. Click "Pipeline," this is a required field.
7. Click "Create"
8. Click "Assign" on the Customer Info screen.
9. Click "New Address"
10. Fill in the required fields for the New Address Details.
11. Click "Save"
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