The Client Management feature in Fullness CRM allows your team to organize and manage all client information in one centralized place. From this section, you can store contact details, connect clients to projects, attach emails, and maintain a clear overview of your business relationships.
Follow the steps below to Create a New Client in Fullness CRM.
- Navigate to Client Management
- From the main Fullness CRM dashboard, locate the side bar.
- Click on the Client Management tab to open the client dashboard.
- Click Add New Client
- Once inside Client Management, navigate to the top right side of the client table.
- Click the green Add New Client (+) button.
- Fill Out the Client Information
- After clicking Add New Client, a Client Information Form will open.
- Enter the relevant information requested in the form.
- This may include client details such as name, company information, contact details, and other relevant client data.
- Save the New Client
- After completing the required fields, click the Save button to Create the New Client.
- Confirm Client Creation
- The new client will now appear in the Client Management table, where you can view and manage their information within Fullness CRM.
