Add a Client and Contacts

Adding a client

1. In the sidebar, click Clients under the Team section.
2. Click Add Client (usually in the top-right corner).
3. Fill in the client’s company name and any other details.
4. Click Save.

The client is added to your directory.

Adding contacts to a client

Contacts are individual people at a client company. A client can have multiple contacts.

1. Open the client’s detail page (click the client name in the list).
2. Click the Contacts tab.
3. Click Add Contact.
4. Fill in the contact’s details:
   • First name and Last name
   • Email address
   • Phone number
   • Title or role at the company
5. Click Save.

The contact now appears under this client.

Editing a client or contact

• To edit a client: open the client and click the edit button.
• To edit a contact: open the client, go to the Contacts tab, and click the edit option next to the contact.

Adding multiple clients at once

See Add multiple records at once for the bulk-add option.

Related pages

• Clients
• Create a proposal
• Add multiple records at once