Difference between revisions of "Create/import clients"
From Protemos Wiki
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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 <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 | + | 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>, <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 12:11, 25 July 2017
There are 2 ways of adding clients on Clients list page :
1. Press New Client , enter vendor 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 .
