Difference between revisions of "Create/import clients"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
| Line 1: | Line 1: | ||
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | ||
| − | '''There are 2 ways of adding clients on''' the | + | '''There are 2 ways of adding clients on''' the <U>[https://cloud.protemos.com/client/index '''Clients list '''] </U>: |
| − | 1. Press | + | 1. Press<U> [https://cloud.protemos.com/client/create '''New client'''] </U>, enter client info, and click "'''Save'''": |
[[File:New client.png|border|400px]] | [[File:New client.png|border|400px]] | ||
| − | 2. Import many clients at once by clicking | + | 2. Import many clients at once by clicking <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U>: |
[[File:Import from excel.png|border|400px]] | [[File:Import from excel.png|border|400px]] | ||
Revision as of 10:20, 21 October 2020
Back to the Quick Start Guide main page.
There are 2 ways of adding clients on the Clients list :
1. Press New client , enter client info, and click "Save":
2. Import many clients at once by clicking Import from Excel :
In this case, you’ll need to download the template, fill it with the client data and upload it to the system.
For every client, you may add contact info, contact persons, prices , taxes and documents .
You will be able to select the client when you create quote, project , invoice or payment.
For more info on clients, please see our wiki pages or our video tutorial 
Back to the Quick Start Guide main page.
