Client List

The client list allows you to view and manage all your professional contacts. Each entry displays essential client information for efficient management.

Displayed Information

For each client, you can see:

• Client name
• Email address
• Phone number (with direct call link)

Available Actions

For each client, you have the following options:

• Edit - Update client information (pencil icon)
• Client Portal - Access client portal (eye icon - Coming soon)
• Communication:
  • WhatsApp - Send instant WhatsApp message to client
  • Direct Call - Click the phone icon to call the client

These direct communication options allow you to contact your clients quickly without leaving the application.

Client Import

To facilitate data migration, you can import your existing clients:

1. Click “Import” at the top of the page
2. Select your CSV file
3. Map your file columns to corresponding fields
4. Review data in the preview
5. Validate the import

Import Format

• Accepted format: CSV
• Required fields: Client name
• Supported fields:
  • Name
  • Email
  • Phone
  • Address
  • City
  • Country
  • TIN (Tax Identification Number)

Upcoming Features

• Customized client portal