Difference between revisions of "Create/import clients"
From Protemos Wiki
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1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/add '''New Client'''] </U> </span>, enter client info, and click <span style="background-color:Turquoise">'''Save'''</span>. | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/add '''New Client'''] </U> </span>, enter client info, and click <span style="background-color:Turquoise">'''Save'''</span>. | ||
| − | [[File:adding new client.jpg| | + | [[File:adding new client.jpg|440px]] |
2. Import many clients at once by clicking <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U> </span>. | 2. Import many clients at once by clicking <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U> </span>. | ||
| − | [[File:new client import from excel.jpg| | + | [[File:new client import from excel.jpg|440px]] |
Revision as of 08:37, 28 July 2017
Back to the Quick Start Guide main page
There are 2 ways of adding clients on : Clients list page :
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 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 .
