With the Contacts tab, you can easily add clients, edit their details, and maintain organized records of all contacts associated with each client.
Adding Clients
To begin building your client list, navigate to the Clients tab on the Contact page.
Once there, you can click the Create Client button to build your client list. You’ll be prompted to enter their name, select the industry your client is in, and select the size of your client: 1-10 employees, 51-200 employees, or 500+ employees.
Once you've filled out this information, select Create Client to save it to your account. The Clients tab will display your list of clients for quick reference:
Editing Existing Clients
If you need to edit your client’s information, here's how you can do so:
Click on the specific client you wish to edit
Select the Edit icon next to the Client name on the left-hand side
Make the necessary updates to the client's information
Save your changes to ensure they are reflected accurately
Adding Contact Info for your Clients
We know that your clients may have various points of contact for different aspects of their projects. Whether it's an accounts payable contact responsible for ensuring timely payments or other key stakeholders, our system allows you to maintain a record of all relevant contacts.
Here's how you can add multiple contact records to each client:
Click into the client record you want to add a contact for
Select the “New Contact” button
Enter the contact's name and email address in the designated fields
Select "Create Contact" to save the contact and associate it with the client
You can view the saved contacts for a particular client on the left side of the client’s record page.
If you want to edit the information associated with the contact, select the ellipses next to the contact record. From here, you can update the contact name and email address. Click “Save” to finalize any changes you made to the contact.
Still have questions? We're happy to help!
Contact us at [email protected].