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:
- Postal Code
Then, just click on Create New User.
Now, if you go to your clients page, you’ll see the new user on the list.