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How to create a new customer in CRM?

Team Sapaad
December 8, 2025
CRM
 

To create a new customer in CRM:

Step 1: Go to CRM.
Step 2: Enter the customer’s mobile or telephone number in the search field and click Search. If your search does not match an existing customer, you need to create a new customer.
Step 3: Click Create New Customer.
Step 4: Enter the customer information and click Save

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