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Adding Clients & Contacts

In this article, you’ll learn how to add your contacts one-by-one or all at once.

Note: When you are getting started, you'll notice a test client in your Clients list with your own email address. Feel free to use this test client to test out features and view activity through the eyes of your client!

Adding individual clients

Step 1: Go to your Clients tab in your main menu, and click on New Client.
NewClient.png

Step 2:  Fill out the client details you have and need.

Step 3:  Once you’re done entering your client’s info, click Save.

A Client Card for the new client opens up: 

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Step 4: You can see all your new clients under your Clients tab.

Note: You can also easily add your clients from the Quick Actions button > Add Client in your main menu.

Adding a list of clients

Step 1: Go to your client page and click on “import.”

Step 2: There are three easy ways to import your contacts.

  • Import directly from your Google Contacts
  • Upload your own spreadsheet: a CSV file or Excel file that contains the fields you want to import.  
Important: For a successful CSV/Excel import, your file must have column header cells in row 1 that define the fields in your file. It can include the following fields: First Name, Last Name, E-mail address, Phone.
Note: First Name is a mandatory field. The other fields are optional.
Tip: You can also import Tags and Notes from your spreadsheet if you already have that information about your clients elsewhere. Simply add a Tag and/or Note column with the necessary information filled in for each client.
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