Difference between revisions of "Create/import clients"
From Protemos Wiki
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1. Press <U> [https://cloud.protemos.com/client/add '''New Client'''] </U>, enter client info, and click save. | 1. Press <U> [https://cloud.protemos.com/client/add '''New Client'''] </U>, enter client info, and click save. | ||
| − | 2. Import many | + | 2. Import many clients at once by clicking <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U>. |
In this case you’ll need to download the template, fill it with the vendor data and upload it to the system. | In this case you’ll need to download the template, fill it with the vendor data and upload it to the system. | ||
| − | + | For every client, you may add contact info, <span style="background-color:yellow"> contact persons </span> (if company), <span style="background-color:yellow"> prices </span> and <span style="background-color:yellow"> documents </span>. | |
| − | + | You will be able to select the client when you create <span style="background-color:yellow"> quote </span>,<span style="background-color:yellow"> project </span>, <span style="background-color:yellow"> invoice </span> or <span style="background-color:yellow"> payment</span>. | |
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For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | For more info on clients, please see our <span style="background-color:yellow"> wiki pages </span>. | ||
Revision as of 16:49, 25 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 vendor data and upload it to the system.
For every client, you may add contact info, contact persons (if company), 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 .
