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Add a client

Who can do this

Anyone with CRM Access.

  1. Open Clients in the left panel.
  2. Click New Client at the top of the page.
  3. Fill in the client's details:
    • Client Name — the company or household name.
    • Responsible Admin — the person who looks after this client. It starts as you.
    • Client Status — where the client is in your process.
  4. Optionally, add their first contact under Contact (optional) — First Name, Last Name, Email and Phone Number.
  5. Click Create Client.

The Create New Client window with Client Name, Responsible Admin and Client Status filled in, and a contact with first name, last name, email address and phone number

The new client's panel opens, so you can carry on adding details, notes or more contacts.

Next steps