After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links.

Click on “All Clients” to reveal the list of all the current clients of your organization that has been added to the WorkCEO platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organization. 

To add a new client, click on the “Add Client” button on the right top corner of the web page as shown above. On clicking the button, you will see an “Add Client” pop-up as shown below. Fill in all the details of the client as indicated in the pop-up. You can save the information to complete the “Add Client” process. 

If you want to add more details, click on “Advanced” button. This will take you to a client information form which accepts more details of the client including website details, shipping address, billing address, etc. Upon filling all the information, click on “Save”.

Add Leads in Lead Module

After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links.

Click on “Leads” to reveal the list of all the current leads of your organization that has been added to the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organization.

To add a new lead, click on the “Add New Lead” button on the right top corner of the web page as shown above. On clicking the button, you will see an “Add Lead Info” page as shown above. 

Fill in all the details of the lead as indicated in the form. You can save the information to complete the “Add New Lead” process. 

Add Clients or Leads in Action Menu

On logging into your WorkCeo dashboard, look for the “Add New Client” button on the left portion of the action menu as shown below.

Click on the “Add New Client” button. Fill in the client details as shown below and save the details.

Add Client in Top Menu Dropdown

Hover over the “+” button on the top right corner of the dashboard webpage after logging in. Click on “Add Client”. Fill up the client details and save the information.