You can add a client one at a time or import a list. This article explains how to add one at a time. To import a list, click here.
Adding a New Client
Go to Customers or CRM from the left side menu. From inside Recent Customer, then select Add New Customer
Adding Client Information
You will be taken to a form page. You’ll need to fill in the boxes with customer details. At a minimum, you need to provide the client’s First Name, Last Name and Email Address.
Accessing Client Profile
The client profile will now appear in the Clients List view.
Search for the client by name, then click on their name. You will be taken to the client’s profile page.