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Can I Create a New Client on a Project?

Learn how to quickly add a brand-new client profile directly from a project in Goodshuffle Pro.

Colin Connor avatar
Written by Colin Connor
Updated today

This feature is available on all Goodshuffle Pro Plans.

If you’re working on a project and need to add a brand-new client who doesn’t yet exist in your directory, you can create their profile directly from within the project view - no need to leave your workflow!

Simply click 'Add Client' in the Client section

Start typing their first name. If they don't already exist in your directory you can click 'Click to 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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