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.