Difference between revisions of "Create/import clients"
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. |
| + | '''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]: | ||
| − | + | 1. Click [https://cloud.protemos.com/client/create <U>'''New client'''</U>], enter client info, and click "'''Save'''": | |
| − | + | [[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]] | |
| + | 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, <U>[[Client view page – Contact persons tab|'''contact persons''']]</U>, <U>[[Client view page – Prices tab|'''prices ''']]</U> and <U>[[Client view page – Documents tab|'''documents''']] </U> . | + | For every client, you may add contact info, <U>[[Client view page – Contact persons tab|'''contact persons''']]</U>, <U>[[Client view page – Prices tab|'''prices''']]</U> , <U>[[Client view page – Taxes tab|'''taxes''']]</U> and <U>[[Client view page – Documents tab|'''documents''']]</U>. |
| − | You will be able to select the client when you create <U>[[ | + | You will be able to select the client when you create <U>[[Create quote|'''quote''']]</U>, <U>[[New project|'''project''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice''']]</U> or <U>[[Create_client_payment|'''payment''']]</U>. |
| + | For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/e23OdYfLewc]] | ||
| − | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. | |
| − | |||
Latest revision as of 15:26, 28 February 2023
Back to the Quick Start Guide main page.
There are 2 ways of adding clients on the Clients list:
1. Click 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.
