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How Do I Create a New Customer Directly from Contacts

Starting from the Contacts page itself is the most direct path - it's the same form as the general Add New Contact flow, just reached from this page.

Steps

  1. Go to Contacts and click "+ Add New."
  2. Set Contact type to "Customer."
  3. Fill in the contact name and any other fields you need, then click "Save."

Related Articles

  • How Do I Create a New Customer?
  • How Do I Add a New Contact?
  • How Do I Switch Between Customers and Suppliers?

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