How to Create a new Company / Customer

Step 1 – Navigate to Customers area #

To Create a new Customer or to Edit an existing Customer, click on the Profile section found at the top right-hand corner of the top Menu bar. Users with Manager permission will see a ‘Manage Admin’ section above Logout that will take them to the Users and Customers area:

Click on ‘Manager Admin’ will open the Admin screens as below. Select the Customers section:

Step 2 – Create new Customer via Companies House search  #

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