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Clients

Table of Contents

Add Client #

When you create a project under a contact then that contact will be considered a client. But you can also add a client manually.

To add a Client just go to Dashboard and follow the steps below:

  1. Click on CRM > Client
  2. Click on Add Client or Let’s Start Adding button

After clicking a Client Form will appear.

  1. Fill in your client’s necessary information
  2. Click on the Save button

Edit Client #

To edit Clients just go to Dashboard and follow the steps below:

  1. Click on CRM > Client
  2. Click on the Action button.
  3. Click on the Edit option.