👨‍💼Client Management

Add client details to streamline your workflow and organize your data efficiently.

Step 1 - Navigate to add client page

After logging in,

1 -> Import client list seamlessly by uploading a .csv file for streamlined management.

Hint : You can check the format by downloading a sample .csv file.

OR

2 -> Click the "+" button to create a new client entry.

Step 2 - Add Client

Provide valid details to successfully add a new client.