# Manage Client

***Client Creation:*** You need to add a new client from the right side top corner **“Add New Client”**. (Mandatory Fields are the Company Name and the Client Name)

<figure><img src="https://48855311-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTY3Gqs6wUO5PbfqS4Oz%2Fuploads%2F7oUzkZFMWWqrOS8wVtta%2Fimage.png?alt=media&#x26;token=3a8b81a7-5cd2-48fe-9989-8e17383d951e" alt=""><figcaption></figcaption></figure>

Enter the basic details of your clients like Company Name, Client Name, E-mail, Phone number, and Address.

&#x20;You can also attach any files or documents which are related to that particular client. You can also add clients by **Bulk Import Option.**&#x20;

<figure><img src="https://48855311-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTY3Gqs6wUO5PbfqS4Oz%2Fuploads%2FlvZWssNK8bNWvLEBFT3v%2Fimage.png?alt=media&#x26;token=048ac2b1-7c78-4d88-a425-97e88411f7da" alt=""><figcaption></figcaption></figure>

You need to Download the Sample file and Copy-paste the data in the pre-mentioned Excel Sheet and can directly Bulk Upload it.

You can also export all the client information through the **Bulk Export Option.**

<figure><img src="https://48855311-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTY3Gqs6wUO5PbfqS4Oz%2Fuploads%2F0wFmBX000c9EQezaTcmK%2Fimage.png?alt=media&#x26;token=2e3da3b2-029e-4212-b651-12eac8cb2b26" alt=""><figcaption></figcaption></figure>
