Turn every new client into a lasting connection and keep their information working for you in one powerful hub. Adding a client is quick, intuitive, and designed to keep your business running smoothly. All their details are saved, organized, and easy to access whenever you need them.
How to add a contact
Follow these steps to add a new client to your account:
Click the +New button at the top of the navigation menu.
Click Contact.
Enter the client's details.
Click Add photo to upload a photo of the client (optional).
Click Add additional info if you'd like to add the client's time zone, preferred language, company name, or occupation to their profile (optional).
Under Notifications, use the slider buttons to indicate whether the client accepts marketing notifications via email or text.
Click Save.
You can also add a new contact by clicking Customers & leads in the navigation menu and then clicking +Add contact.
When you pay for a direct lead or opportunity, the customer will automatically be added to your contacts.