Add a client

Step 1: In the left menu, click “CRM” to open the group.

Opens“Dashboard”, “Companies”, “Contacts”, “Sales”, “Contracts” and more.

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Step 2: Click “Contacts”.

OpensThe “Contacts” page: everyone in your CRM.

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Step 3: At the top right, click “Add Contact”.

OpensThe “Add Contact” box.

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Step 4: Fill in “First Name *” and “Last Name *” (marker 1); they are the only required fields. Add an email and phone under “Contact Info”, and the client's company under “Work”.

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Step 5: At the bottom of the box, click “Save Contact”.

OpensNothing new: the contact is in your list.

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Step 6: Now link them to the job. Open the project (Office › Work › Field › DSP, your folder, the project) and click “Edit” at the top.

OpensThe “Edit Project” box.

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Step 7: In “Company” (marker 1) search and pick the client's company, and in “Point of contact” (marker 2) pick the person you just added.

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Step 8: Click “Save changes”.

OpensThe project page, with the client in the “CLIENT” box. Invoices, the delivery email and the client portal now go to them.

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