Difference between revisions of "Create/import clients"

Revision as of 17:52, 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 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 .

@@ Line 8: / Line 8: @@
 .	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 client 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>.
+For every client, you may add contact info, <span style="background-color:yellow">  contact persons </span>, <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>.