Enquiries and customers
Website enquiries · Customers · New customer · Add contact
- The enquiry or the customer’s details
Project coordinator
Customer record
Project coordinator

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- Press “Add contact” for each other contact
- Read “At a glance”
- Press “New project” to open a job for this customer
Enlarge, then scroll
Open illustrated screen ↗Full image ↗
Check
The customer and its primary contact are recorded.
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