TIME REQUIRED: 5 MINUTES

YOU WILL NEED:

  • The Client details

METHOD 1: ADDING A NEW CLIENT FROM THE CLIENTS PAGE

1.1) Navigate to the Clients page.

1.2)  Click on the Add Clients button.

1.3) Fill in as many Client details as you have. Additional Contacts can be added after the initial record is created, so just add the default Contact details in this section.

1.4) Click Save.

METHOD 2: ADDING A NEW CLIENT FROM THE TOP MENU

2.1) Hover over Clients in your Top Menu.

2.2)  Click on Add New.

2.3) Fill in as many Client details as you have. Additional Contacts can be added after the initial record is created, so just add the default Contact details in this section.

2.4) Click Save.

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