Create a Client Record
1. Click "Clients" in the sidebar navigation.
2. Click the "+ New Client" button in the top right.
3. Enter the client's company name (or individual name for solo clients).
4. Add the primary email address and phone number.
5. Fill in the billing address for invoicing.
6. Click "Create Client" to save.
The client will now appear in your client list and CRM timeline.
Add Client Contacts
1. Open the client record you just created.
2. Go to the "Contacts" tab.
3. Click "Add Contact" and enter the contact person's details.
4. Set a role for each contact: Primary, Billing, Technical, or Custom.
5. Mark one contact as the "Primary Contact" for default communications.
Each contact can have their own portal login for accessing shared documents and invoices.
Set Up Client Tags and Groups
1. In the client record, scroll to the "Tags" section.
2. Add relevant tags such as industry, service tier, or source.
3. Use the CRM pipeline view to assign the client to a stage.
4. Set up custom fields in Settings > Custom Fields to track additional data points.
Tags and groups help you filter and segment clients for targeted communications and reporting.