2.1. Adding a New Client

1. Navigate to Clients from the sidebar.
2. Click the + Create Client button
3. Fill in the Client Details:
   • Client Name: The full legal name of the client (e.g., "Acme Corporation," “Jane Doe”).
   • Client Type: Select whether the client is a "Company" or an "Individual."
   • Industry: Fill in the industry sector of the client (e.g., "Construction," "Healthcare," "Technology").
   • Website URL: Client's official website (e.g., https://www.acmecorp.com).
   • Account Manager: Assign an internal account manager from your team.
4. Enter the Client Location:
   • Street Address, City, State, Zip Code, Country.
   • Phone Number and Email for the primary contact at this location (e.g., info@acmecorp.com). The Country selected will automatically fill in the client’s phone code (e.g., Phone code for US: +1).
5. Enter Contact Information for the primary point of contact at the client company:
   • Name (e.g., "John Smith").
   • Email (e.g., john.smith@acmecorp.com).
   • Phone (e.g., "+1 (555) 123-4567").
6. Add any relevant Notes about the client or initial setup (e.g., "Client specializes in renewable energy solutions. Initial contact via industry conference.").
7. Click Create Client.

Figure 1: Add New Client Form