Adding a Client

There are two different ways to adding a client. By making a lead into a client or creating a new client.

To create a new client, click the “Add Client” link on the side navigation.

To create a new client, the only required field is the company name. The company name must be unique, if another client or lead company name is the same it will give you an error to enter a new name.

The next seven fields are optional fields that are extra information fields that you are able to enter about the client. Such as: address, phone, fax, toll free (TF) phone, toll free (TF) fax, email and additional info. Once you have completed your new lead, click the “Add Client” button.