Easily manage client relationships by adding your client list. Create groups, manually input clients, or import existing client lists with just a few clicks. Organize contacts efficiently to streamline workflow and enhance client communication.
1: In the Left Sidebar, click on ‘CRM’, and then ‘Clients’.
To manually add a client, click on the ‘New Client’ button.
1.1: Insert your client’s personal and contact information.
1.2: Insert your client’s business information.
1.3: Insert any additional information or notes into the box provided.
1.4: Click the ‘Save Client’ button to complete.
To upload a client list, click on the ‘Import/Export’ button, and select ‘Import Clients’.
1.5: Upload your CSV file by clicking on the ‘Choose File’ button.
1.6: Click on the ‘Upload Clients’ button to proceed.
2: To create groups, click on ‘CRM’, and then ‘Groups’.
2.1: Click on the ‘New Client Group’ button.
2.2: Create a group name.
2.3: Click on the ‘Select’ field and choose clients from the drop-down menu or enter the client’s name.
2.4: Click on the ‘Create Client Group’ button to save.
