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Add A Customer Promo Code

Adding a customer promo code on the customer record is an excellent way to keep track of how your customers found you. To add a promo code,

  • Go to: Lists > Customer Standards
  • Select the Promotion Codes tab
  • Select Promotion > New Promotion Code
  • Enter the new code in the Promo Code field
  • Enter the entire title in the Description field
  • Select OK to save the new promotion code
  • Select the X at the top of the active screen to close it
Updated on August 4, 2017

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