16 Processes
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Overview of the Processes
Portfolio and Catalog
Registering a Client
1min
The customer is an organization or person requesting products and/or services. They can be internal and/or external to the organization.
This feature provides a variety of actions, such as including, changing, and deleting clients.
- Access the Clients functionality through the main menu Processes > Portfolio and Catalog Management > Clients;
- Complete all mandatory fields;
- Click on "Save".

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