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Add Membership / Promotion to a client (CRM)
Add Membership / Promotion to a client (CRM)

Add membership / Promotion to a client (CRM)

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over 3 years ago

To add a membership or a promotion to a client, just click on the client's name and once on the profile go to add membership or add promotion.  

 In case you want to remove the membership or the promotion, you can go to your client's profile and click on the delete option.

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