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Clients

Add a client

There are three ways to add a customer to your company’s database:

The first method 

  1. Adding at the stage of project creation.
  2. This client will be attached to the created project.

The second way to add a client

  1. Go to the “Clients” page using the main menu at the top of the workspace 1️⃣.
  2. Click the “+ Add client” button above the general list 2️⃣.
  3. In the new “Add client” window, fill out the necessary fields and complete the addition process by clicking the “Create” button.

The third method

  1. In the upper right corner, click the blue “+ Add” button.
  2. Select the “Client” item from the menu.
  3. In a new window, fill out the card, click the “Create” button.