Creating a customer in STACK that can be used in your future projects

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Creating a number of customers in the Account settings prior to creating new projects will minimize the time it takes to create a proposal when you are finished with an estimate. 

To create a customer, navigate to the account settings then select the Customer list Tab in the left-hand column. In the customer list section, select the option “Add Customer” in the top right and fill out the customer details then select “Save” when you are finished.