You can add a new client in three places: Create/Edit a Proposal; Create/Edit a Card; or in the Clients tab.

Select a Property

If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.

Add a New Client

Select Clients from the top navigation.

Enter content into the required fields (First Name, Last Name, Company, and Email Address). Select Address to expose the address fields.

Select Add Client. You should now see a message that your client has been added. To add another client, click away from the Add New Client tab and then back to it, to clear the form. Then repeat the steps above.