Adding new Clients is useful when you have a number of independent contacts that need to be entered into CRMHaven quickly.
- Click the Options button and choose Add New Client (Blank). A new blank Client sheet will appear.
- Enter the Client’s details.
- Click the Update button to close and save the changes.
Options
See the Editing Clients section for more details on each tab’s fields.
If you have Clients that have many similar details it is advised that you right-click on then in CRMHaven and duplicate the record saving time over re-entering all the details.
If you have Clients already in a spreadsheet it may be faster to use the Import feature.
If the Client details came in a letter or email you can open a new Client record, highlight the details in the letter or email and drag and drop the details individually into each field.