Can I create a new client on a project?

Here's how you can quickly create a new client while on a project.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

If you're working on a project and you want to work with a new client, you can create their profile right from within the project.

Simply click 'Add' in the Client section

Start typing their first name. If they don't already exist in your directory you can click 'Create New Contact'

Finally, when you've added all the information (you can even link to or create a new company for this client, and even use their address as a venue) click 'Save' and the information will be added.

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