For the complete documentation index, see llms.txt. This page is also available as Markdown.
How do I add a Customer?
Edit and View Customer access is required.
Step 1
Navigate to Dashboard, select Customers on the Side Navigation Menu.
Click Add Customer.
Step 2
Enter Customer info and Saveto send invite.
A Customer will be created with status of Pending. An invite will be sent to the contact email. If the recipient accepts your request, this Customer status will update to Connected, otherwise status will be Disconnected.
