Adding new Clients is useful when you have a number of independent contacts that need to be entered into CRMHaven quickly.
- Click the Options button and choose Add New Client (Blank). A new blank Client sheet will appear.
- Enter the Client’s details.
- Click the Update button to close and save the changes.
Options
- See the Editing Clients section for more details on each tab’s fields.
- If you have Clients that have many similar details it is advised that you right-click on then in CRMHaven and duplicate the record saving time over re-entering all the details.
- If you have Clients already in a spreadsheet it may be faster to use the Import feature.
- If the Client details came in an email you can open a new Client record, highlight the details in the email and drag and drop the details individually into each field.