How to add new clients

Posted by Genny Stevens on Dec 1, 2014 3:00:00 AM

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There are three ways to access the ‘new client’ page, from the client dropdown, the client manager, and from the new client link when adding a new job.

The minimum information required is the client name - great for if you need to quickly add a client so your can record time. You can then come back later to complete details. This video takes you beyond the basics and shows you the full details for adding new clients.

Read more about WorkflowMax's client management software.

For further details, go to the Adding a client topic in the WorkflowMax help centre.

Topics: Clients and contacts

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