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04Setting up and organizing your workspace

Manage your clients: companies and contacts

Your clients are organized by company.

List of client companies with their number of contacts
The Companies menu.
  • Create a company with "New company" and add its logo.
  • On the company page, add its contacts one by one, or import them from a CSV file with the firstname, lastname and email columns (job is optional). A sample file is provided.
  • You can also create a client on the fly from a proposal's Recipients step.