How do I add a product to a Customer?

Search for the customer record you’d like to add a product to. While viewing the record, scroll down and click “Add product.”
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You will then see a pop up that shows all your products, click the “+” sign to expand and “-” sign to close to view more or less products. After you’ve made your selections by checking them, click “Save.”
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Apr 27th, 2016

Category: Documentation

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