CRM - Add new client

Adding a New Client

On opening the ProClient application, position your cursor to hover over “CRM” on the header menu. This will present you with a couple of options. Click on “Add New Client.”

Adding Client Information

You will be taken to a page with a form to fill out. Enter your client’s information. At a minimum, you’ll want to input the client’s First Name, Last Name, and Email Address. That will allow ProClient to automatically create a Client Portal for the client account.

The form provides fields for adding information on your client’s family. That info can be useful for your interactions with the client.

Adding a Client's Spouse

To the right of the field labeled “Spouse” is a button that reads “Link Contact.” Clicking on it will open the “Add Spouse” pop-up window.

The window contains your Client List. If the spouse is on the Client List, you can click on their name to add them to the client profile. Their name will now appear beside the “Spouse” field.

If the spouse is not on the Client List, then click on the pop-up window button that reads “Add New Person.” This will open a fillable form similar to the “Add New Client” form. It is auto-linked to the current client profile as the client’s spouse.

Fill in these required fields: First Name, Last Name, and Email Address. Add more details, if you wish. When you are done, click on “Save.” The spouse’s name will now appear beside the “Spouse” field in the client profile.

Adding Tags

You can also add Tags of your choice in the “Add New Client” form.

Saving a New Client Profile

Once you are done filling out the form, click on the “Add New Client” button to save the client profile in ProClient CRM.