How to Create a Client

Clients are the foundation of your CRM. Here's how to add a new client:

Step 1: Navigate to Clients

Click on "Clients" in the top navigation bar, then click the "Create Client" button, or visit /clients/create.

Step 2: Fill in Client Information

Enter the following information:

Name: Client's full name (required)
Company: Company name (optional)
Email: Client's email address (required)
Phone: Contact phone number (optional)
Address: Complete mailing address (optional)
Notes: Any additional information about the client (optional)

Step 3: Save the Client

Click "Create Client" to save. The client will be added to your client list and can be used when creating projects, proposals, and invoices.

💡 Tip:

You can always edit client information later. Make sure to include accurate contact information, especially email, as it's used for sending invoices and proposals.