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How to Manage Customer Records

All of your customers’ information, including contact data, may be stored in the CRM module. To access these stored contacts, select Customers from the Sales menu.

Customer Information

The customer’s information is displayed in this window in the Kanban view. A record’s parameters can be seen or edited by clicking on it. Select the List view by clicking on its icon, which is seen above, in the upper right corner of the window.

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