2.1. Add an MSP Client with Locations, Contacts, and Notes

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. You can also choose Create + Add Another or Create + View Client.

Figure 1: Add New Client Form