Create client

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New client page: http://cloud.protemos.com/client/add



This page is intended for entering information about a new client.

  • Use the General info section to enter general information about a client:

New client general info section.jpg

ProZ Blue Board section1.jpg

Note: The profile of a new client will be automatically linked to the Blue Board record if there is only one match (on country and company name).

  • Use the Primary user section to enter the client’s contact person:

New client primary user section.jpg

Once the client is created, the system will bring you to the Client view page where you can edit or add info about the client.

Please note that if you select "Individual" as client type, you won't be able to enter additional contacts for the client.