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CRIO - Adding client to Zoho
CRIO - Adding client to Zoho
Go to Zoho- Finance - Books - Sales - Customers - Search CRIO . Find an already created customer
Go to the MORE Drop Down - Then Click Clone
Choose Customer - Proceed
Then enter the client name so for CRIO - Client name. Make sure there is no address information listed then
The Click Save
, multiple selections available,
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