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)

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

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

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.