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How To Add A New Item Name

1. Click on Product & Services on the top center menu, select Items from the sub-menu. You will come across a list of Item Types. To add a new Item Name, click on the small plus icon to the right for the Item Type.

2. Enter a new Item Name and click Save

3. When you go to add a new Proposal or a new Invoice, after selecting the Item Type as Proposal, you can select your new Item Name