Use the create form on the Clients screen to enter a new client's name, company details and contact details.
Steps
Open Clients.
On the Clients screen, select Add Client. The create form opens.
In the General section, enter the client's name in Name in English.
In the General section, enter the client's company details in Company Name, VAT Number and Domain.
In the Contacts section, enter the client's contact details in Phone number and Email.
Select Save. On the empty form, Save is unavailable. Save becomes available after you change field values.
Continue setting up the client
A client record has the General Info, Setting Up Automation and Admin Panel User tabs.
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