Clients Management
Total Clients
0
Active
0
Prospects
0
Inactive
0
| Name | Company | Phone | Status | Tags | Actions | |
|---|---|---|---|---|---|---|
| Loading clients... | ||||||
Add New Client
Bulk Import Clients
Upload a CSV file with client data. The file should have the following columns: name, phone, email, company, address, city, state, country, status, tags, notes
Click to upload or drag and drop
CSV files only
CSV Format Example:
name,phone,email,company,address,city,state,country,status,tags,notes John Doe,+1-555-123-4567,[email protected],Acme Inc,123 Main St,New York,NY,USA,active,"vip;corporate",Great client Jane Smith,+1-555-987-6543,[email protected],Tech Corp,456 Oak Ave,San Francisco,CA,USA,prospect,"lead",Follow up next week