How do I add a Client?

If you want to add a new client to your CRM then follow these methods:

Method 1
From anywhere, click the Add Clients on the menu bar.

Then complete the Add Clients popup window with the client details. If you enter the clients name and press Lookup, we will go ahead and lookup the client from Companies House.

To create the client you need to click on Create Clients button.

Method 2
In the main navigation bar click on Clients

Then select Add Clients (Green Button)

This will present the same form as above.