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• Customer name
• Contact person
• Who's responsible
• Unit
• Potentiality
• Project
• Employee
• Supervisor

Adding a customer

Adding a new customer starts with clicking the "Create new"-button next to the keyword search. "Add new customer and detail" creates a new customer with a detail at the same time. If you know that you're going to add a detail to the new customer you're creating, that is a simple way to create both at the same time. You can always add details to customers also afterwards. This instruction can be found under the Adding customer details heading.

Creating pricing

Adding customer details

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