Add a client, supplier or contractor

Before you start

• You need permission to edit clients. Admins and managers have it by default.
• You need the contact's email address. Each email can only be used once in your studio.

Steps

1. Go to CRM > Contacts and click Add contact.
2. Choose the Contact type: Client, Supplier or Contractor. You can't change this later.
3. Under Basics, enter First name, Email, and for suppliers and contractors the Company. Add Last name, Phone, Stage and Currency if you have them.
4. For a client, add Budget, Connection (how you met) and Found via (for example "Referral").
5. For a supplier, fill in Trade portal: Trade discount (%) and the login for their trade website.
6. Optional: add the address.
7. Optional: under Additional contacts, click Add to record other people, such as an assistant, with their relationship, email and phone.
8. When the footer says "Ready to save", click Add contact.

What happens next

• The contact is added, with you recorded as the person who added it.
• Nothing is sent to the contact.
• If you or a colleague has connected Gmail, past emails with this address are linked to the contact in the background.

Good to know

• If you see "This email is already in your CRM.", the person is already a contact. Search for them instead. Emails are unique because the portals identify clients and contractors by email.
• Contact type and additional contacts can't be changed after you save. Check them before you click Add contact.
• Leaving Budget empty saves it as 0.
• Suppliers can also be added from a product in the Library, and clients from the new project form.