How do I add a new client?

A client record is where that client's projects, deals, invoices and your notes come together. Add your clients first, then link projects and deals to them.

Steps

1. Open Clients from the side menu.
2. Click New client.
3. Type the Client name. It is the only required field. Everything else can be filled in later.
4. Under Company, choose the Type (Company, Individual, Government) and the Status (Active, Inactive, Potential, Lost). Add the Industry and Source if you want.
5. Under How to reach them, add the email, phone, website and city.
6. Under Account and contract, choose the Owner from your team. If the client is on a monthly contract, add the Monthly retainer and the Renewal date.
7. Under Contacts, click Add contact for each person you deal with at the client, and pick their role (Decision maker, Billing, Marketing and so on).
8. Click Create client.

Import clients from a file

1. On the Clients page, click More, then Import CSV.
2. Click Download template and fill it with your clients.
3. Choose the file under CSV file, then click Import.

Good to know

• While you type, Upcycle warns you if a client with the same name, email, phone or website already exists, so you can open that record and avoid a duplicate.
• On import, a row that matches an existing email or name updates that client. The other rows are added as new clients. Column names are accepted in Arabic or English.
• On a client's page, open More to start a New deal, a New project or a New invoice already linked to that client.
• The owner, the monthly retainer and the renewal date feed the client health score and the renewal alerts. Fill them in for retainer clients.
• Deleting a client does not delete their projects, invoices and deals. They stay, but without a client.
• The number of clients is not limited on any plan. Inviting a client to the client portal is available from the Starter plan up.