Published 15 November 2024 in Our top 10 artists

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Add Your Client List

Easily manage client relationships by adding your client list. Create groups, manually input clients, or import existing client lists with just a few clicks. Organize contacts efficiently to streamline workflow and enhance client communication.

1: In the Left Sidebar, click on ‘CRM’, and then ‘Clients’.

To manually add a client, click on the ‘New Client’ button.

1.1: Insert your client’s personal and contact information.

1.2: Insert your client’s business information.

1.3: Insert any additional information or notes into the box provided.

1.4: Click the ‘Save Client’ button to complete.

To upload a client list, click on the ‘Import/Export’ button, and select ‘Import Clients’.

1.5: Upload your CSV file by clicking on the ‘Choose File’ button.

1.6: Click on the ‘Upload Clients’ button to proceed.

2: To create groups, click on ‘CRM’, and then ‘Groups’.

2.1: Click on the ‘New Client Group’ button.

2.2: Create a group name.

2.3: Click on the ‘Select’ field and choose clients from the drop-down menu or enter the client’s name.

2.4: Click on the ‘Create Client Group’ button to save.

Article Seo Keyphrases

1. manage client relationships

2. adding your client list

3. import existing client lists 

4. Organize contacts

5. client communication

6. CRM