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Add Customers

To add customers manually (instead of importing), click the ADD CUSTOMER button and you will get a screen for entering information.  The only required field is first name. However, to maximize your marketing, you should complete as many of the fields as possible.  Under the Contacted dropdown menu, if this is a customer you have called or met in-person already, choose "Called," "Emailed," or "Other" to indicate how that customer was contacted.  Choose "No" if you have not yet contacted the customer.  When you are finished entering information, click Add Customer. The customer information will be stored.