After logging into the WorkCeo web application, look for the “+” button on the top right corner of the webpage.
Hover over the “+” button on the top right corner of the dashboard webpage after logging in as shown below. Click on “Add Client”. Fill up the client details and save the information.
After clicking on “Add Client”. Fill up the client details as shown below and save the information.
Add Clients in Client 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 “All Clients” to reveal the list of all the current clients of your organisation which have been added into the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organisation.
To add a new client, click on “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 Clients in Mobile App
* “WorkCeo App not found in Google Play Store*