Build and keep Relationships. Your clients are your assets & the future revenues
You can add a client’s company to your database by pressing add client organization. Fill out all the fields with their information, add any existing client accounts to this company, and press submit
You can add a client user to your company profile by clicking the add user button. Fill out all the fields with your user’s information, select the client role, and press submit
You can add or change a client’s existing information by clicking their name. When you're done, hit submit. Same goes for client organization