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After previous steps, you will see Customer Card, which is used to manage information about a customer and specify the terms of business, such as payment terms, prices and discounts. From here you can also drill down on past and ongoing sales activity.

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For quideguide, how to fill each important field in Customer Card, see attached video.

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Follow up:

Dashboard

How to do basic setup of OneCore Rental App

How to create new reservation

How to create rent - workflow