Difference between revisions of "Create/import clients"
From Protemos Wiki
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| − | There are 2 ways of adding clients on : <U> [https://cloud.protemos.com/client/index '''Clients list page'''] </U>: | + | There are 2 ways of adding clients on : <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/index '''Clients list page'''] </U> </span>: |
| − | 1. Press <U> [https://cloud.protemos.com/client/add '''New Client'''] </U>, enter client info, and click save. | + | 1. Press <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client/add '''New Client'''] </U> </span>, enter client info, and click save. |
| − | 2. Import many clients at once by clicking <U> [https://cloud.protemos.com/client-import/index'''Import from Excel'''] </U>. | + | 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>. |
In this case you’ll need to download the template, fill it with the client data and upload it to the system. | In this case you’ll need to download the template, fill it with the client data and upload it to the system. | ||
Revision as of 15:40, 26 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 .
