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

1. Navigate to Clients from the sidebar.
2. Click the + Create Client button to open the Add New Client dialog.
3. Complete the Company section with the client's name and company profile details.
4. Use Select Account Manager to assign the internal owner for the account.
5. 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).
6. 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").
7. Add any relevant notes or onboarding context in Additional Details (e.g., "Client specializes in renewable energy solutions. Initial contact via industry conference.").
8. Click Create Client. You can also choose Create + Add Another or Create + View Client.

Figure 1: Add New Client Form