Category Archives: Customers

Creating a New Customer

The purpose of adding a new customer in TAAX Pro is to maintain an organized...

Viewing the Existing Customers

Viewing existing customers in TAAX Pro keeps you updated on who you’re working with and...

Inviting the Customers

Inviting customers on the TAAX Pro platform is the first step to bringing them into...

Import Customers

TAAX Pro allows you to import multiple customers at once using a CSV or Excel...