To add your key clients, follow the steps below:
1. Visit your dashboard and click on the ‘Circles” icon.
2. Click on “My Clients”.
3. Click on “Add New Client” in the top right corner.
4. Add the following information.
Client Details
Company/Organization: Add the company/organization’s name.
Phone: Add the company/organization’s phone number.
Email Address: Add the company/organization’s email address.
Website: Add the company/organization’s website.
Circle Icon/Avatar: Add an icon or avatar that represents your client.
Social Information
Add your client’s social media information, using the sample below:
Instagram: https://www.instagram.com/myusername/
Twitter: https://www.twitter.com/myusername/
LinkedIn: https://www.linkedin.com/myusername/
Facebook: https://www.facebook.com/myusername/
Add Client Contacts:
Primary Contact
First Name: Add the first name of the primary contact of your client.
Last Name: Add the last name of the primary contact of your client.
Email Address: Add the first name of the primary contact of your client.
Phone: Add the phone number of the primary contact of your client. (You can add as many clients as possible by clicking on “Add”).
Add Services:
Add the services you are offering. Please note that you can add multiple services.
Click “Submit” to submit your entry or “Cancel” to cancel your entry.