Add Clients
Administrator
Last Update há 3 anos
To add clients, you need to go to the Clients tab and click the "Add Client" button:
On the first screen you need to fill basic information about the client. All information, but "About the company", is required. Then, click continue:
On the second screen you need to provide the demographics information about the client. You will need to enter the industries served by the client, the regions they are working on and the countries (optional):
On the last screen, you can enter the contact details of the client. You need to enter the email for the main contact and, at least, the name and email for the Project Key Contact. You have the option to mark the Main Person and the Project Key as the same person by checking the box on the right. You have the option to add more contacts if you want, by clicking the "+ Add Contact" link:
Click the "Add" button to save the client.