There are 2 ways that you can add a new client to your WillowSpace.

1. Converting a Lead to a Client

One way that clients are added to WillowSpace is through the Leads section. A lead comes into WillowSpace either being manually added or through a custom form you embed on your website. Once a lead accepts a proposal, they are automatically converted to a Client. You can also manually convert a Lead to a Client at any point.

2. Adding a Client Manually

You can add a client at any time by going to Clients > Add a new client. Fill in the necessary details and voila! A new client.