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How to add a client

To add one of your clients to Crunch, firstly navigate to the "Sales" tab and then to the "Clients" tab in the sub menu. Then click the "Add new: Client" button near the top right hand corner:

You'll then be presented with the "Add New Client" screen, which you will need to fill in so that it looks a little something like our example here. You can choose to either have a company name, a contact name or both:

Filling in the email address of a contact allows you to email their invoices directly to the client.

You will then be presented with confirmation that your client has been successfully added to Crunch along with a list of all of your clients that you can edit at any time by hovering over the relevant "Options" button.

Last Updated: 14 Aug 2015 11:46AM BST
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