Creating a Client
Hover in the left corner, Clients.
Under Clients > Click Current
Click New
Enter a Client Name and other required details.
Under Type. select if:
- Private
- Federal Government
- Local Government
- State Government
Under Status, select if:
- Current
- Archived
- Internal
- Blacklisted
Add client Contact & Add client Note, click (+) for multiple contacts and notes
Then Click Add Client
