How to Create an Individual Client
Follow these steps to create an individual client. Even if a field isn’t required, providing more details can make it easier to assign projects, especially if you manage a large number of clients.
Go to the Clients tab on the left panel and click Create new client.
Fill in the client details:
Name
Description
Website
Assignee(s)
Priority Level
Services
Active
Interested in learning how to import and add numerous clients at once? Click here.