Adding a New Client

Step-by-Step Guide

1. Navigate to CRM from the sidebar
2. Click the "Add Client" button
3. Fill in the client information:
   • Company Name
   • Contact Person
   • Email Address
   • Phone Number
   • Address (optional)
4. Click "Save" to create the client

Client Details

After creating a client, you can:

• Upload a company logo
• Add notes and tags
• Set up recurring retainers
• Create projects
• Track communication history

Best Practices

• Keep contact information up to date
• Use tags to categorize clients
• Add notes for important details