The terms we use and keep referring in Fresh Proposals
Client: Client Company
Contact : Contact in a client company
There are multiple ways to add, update and manage clients and contacts.
Top Level Menu
This is pretty straight forward, you can add
Update Client company details
You will see the edit option, next to the client company name as shown below
Update Client Contact details
You will see the edit option, next to the client contact name as shown below
Proposal Creation Wizard
You can add/ update client, contact while creating a proposal
You will also notice edit icons in above screenshot which allow you to edit client company details as well as client contact details.
You can change client company, contact while you are editing a proposal.
Since this is not very often you would need to change client for a proposal, it is available in the Advance menu as shown below
You will see vertical menu bar, click on the Client option
Here you will see existing client, contact(s) information as shown below, you can change client, contact (under certain circumstances)
Remember: You can change client for a given proposal until it is sent. Once a proposal is sent, client can not be changed.
Import Clients, Contacts
You can import clients and contacts
1. Using CSV file upload
2. CRM Integration (depending on your plan)
CSV File Import
Use sample CSV file to fill in the data in required format.