Creating a client record

Click "Clients".

Click "Create".

The "New Client" window will pop up.

 

1. Select whether the client is Residential or Commercial.
2. Enter the client's name.
3. Enter the client's email address.
4. Choose the marketing email opt-in status. 
5. Enter the client's phone number.
6. Choose the marketing and transactional SMS opt-in status. (SMS Marketing Opt-In Confirmation texts will send out if opted in and a trigger is set up in Admin > Message Center)
7. Select the source. (The Source field is how the Client was informed about your company.)
8. Click "Continue".

The information will be populated into the client screen.

 

See this article on how to bulk upload client records.