How do I add a new client?

In the left menu bar, click on 'Clients' under the heading 'Firm'

To add a new client, click 'Create client' at the top right corner of the page.

You will then see information fields that you can fill in

  • Profile picture

  • Name*

  • Industries*

  • Customer number

  • Email

  • Phone number

  • Website

  • LinkedIn page

  • Address

    • Street address

    • Apartment, suite, unit, building, floor, etc.

    • Postal code

    • City

    • Region

    • Country

Once you have inserted all the applicable information, click 'Create client' at the bottom right corner of the pop-up to create the new client.