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CRIO - Adding client to Zoho

CRIO - Adding client to Zoho

Owned by Tiffany Rapp
Feb 21, 2024
1 min read

Go to Zoho- Finance - Books - Sales - Customers - Search CRIO . Find an already created customer 

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Go to the MORE Drop Down - Then Click Clone

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Choose Customer - Proceed

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Then enter the client name so for CRIO - Client name. Make sure there is no address information listed then

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The Click Save

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