How to Add New Client?

There are 3 ways you can add new clients.  The easiest way is to convert a lead into a client.  The second way is done manually, adding clients one by one.  The third way is adding a lot of clients in bulk using a csv file.  Click here for tutorial on adding clients using a csv.

Converting leads to clients

1- Go to Leads Page.

In the sheet which lists your leads, you’ll see a button that says “Convert to Client”.  Click that and it removes the lead from this page and adds it to the Clients page.

If you want to add a new client manually, follow these steps.

1- Add a new client

For this, go to Add New > Client.

2- Configure your client profile

You’ll need to configure these fields:

  • Name
  • Email
  • Password
  • Phone
  • Address
  • City
  • State
  • Postal Code
  • Country

Then, just click on Create New User.

Now, if you go to your clients page, you’ll see the new user on the list.