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 "'''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'''". | ||
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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 | + | [[File:new client adding from xls n.jpg|440px]] |
Revision as of 11:00, 7 August 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 .
Back to the Quick Start Guide main page.
