Enter the customer's name in the space provided.
If the customer is a business, skip the First Name and Middle Name fields; enter the business name in the Last Name Field only.
If the buyer is a previous customer, they can be found by clicking on the [...] button:
➢A list of prior customers will appear.
➢If the customer is on the list, select and click 'Paste'.
➢Once pasted, all the customer's previous information will be copied to this deal.
If this is a new customer, their information will be entered under the tab #2-Buyer Information. Do this AFTER all the entries are complete in the 'Preliminary Information' section.
