In this article, you’ll learn how to add your contacts one-by-one or all at once.
Adding individual clients
Step 1: Go to your Clients tab in your main menu, and click on New Client.
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:
Step 4: You can see all your new clients under your Clients tab.
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.