When you create a project under a contact, that contact will be considered a client. However, you can also add a client manually from the dedicated menu in Mainflow.
To add a client, go to the WordPress Admin Dashboard and then:
- Click on Mainflow > Clients.
- Click on the Add Client or Let’s Start Adding button.
After clicking the button, you will see the add new client form.
- Fill up your client’s necessary information
- Click on the Save button
