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The client will appear as shown below and additional information can be viewed or configured after they have been added to the system.
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Once a client has been added, you can configure or assign a pricelist and add pricing information for them. A default price is pulled from the standard pricelist; however, this information may be changed to meet your specific needs. To learn more see Client Pricing. |
Additional Actions
After the client has been added, you will be able to view the client's information and make changes as needed. Four tabs reside at the top:
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