Your Clients

Camillia Snow
Camillia Snow
  • Updated

Client & Accounts

The Clients page is the overview of your Accounts saved in Proposify. You’ll find all information related to your prospect and their company here; including addresses, contact information, and any client-focused custom variables. If you need to add, update, remove or view your client details, this is the place to do it.

You can reach the Clients page from the navigation bar: 

clientsYourAccounts.jpg

 

Quick Overview

A screenshot of the Clients page with numbers associated with the breakdown below.

 

1

Search Filter

Helps you find the company you’re looking for, or narrow down your list to just your favourites.
2

Add New Client

Creates a new company/contact, or imports one from your integration.
3

Client Company Details

Shows the name of the prospect. Select the name to expand client contacts. This also includes client contacts not linked to a company.
4

Client Contact Details

Shows the name and contact information for your client contacts.
5

Default Contacts

Set the default contact to appear when making a proposal for this company.
6

Edit Buttons

Appears when you hover over a company or contact.

  • Padlock - Edits permissions

  • Notepad - Edits details

  • Trashbin - Removes the client/contact
7

Create Buttons

Creates a new proposal or client contact for this company.
8

Favourite

Select the star icon to favourite this client. They’ll appear when you select the star button in the Search Filter.

 

 

Add Clients & Accounts

Before adding in a new client, you'll need three crucial details to add a prospect:

  • Their first name

  • Their last name

  • Their email address

These three details are required to add a signature box and send them a document.

 

Opening the Add Clients Menu

You can reach the Clients page from the navigation menu:

clientsYourAccounts.jpg

 

From there, select +New Account:

addAccount.jpg

 

The Client Menu will appear on the right:

addClientTab.jpg

Add New Company

Creates a company containing one or more contact within it. Here, you can enter:

  • Company name

  • Address

  • Website

Add New Contact

Creates an individual prospect. This can either be associated with a company or as a single signee. Here, you can enter:

  • First/Last name

  • Title

  • Email

  • Phone Numbers

If linked to a company, disable "use company address" to add their own address details.

 

Once you fill these fields, select Save at the bottom of the page. This will save that client to your contact list:  

clientsSave.jpg