Add and Edit a Client
Create a client record directly, without going through a lead — for a client who buys right away.
- On the Clients page, click Add Client.
- Enter the name and phone number — the only two required fields.
- Add an email, address, or notes if you have them.
- Save.
Total spent and remaining balance aren't entered here — they're calculated automatically as soon as an order exists for this client.
If it's still not working
Contact us on WhatsAppLast updated: 2026-09-02
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