Managing Clients
Creating clients and client contacts is fundamental for efficient management and engagement with external entities. It is imperative for fostering organized client management. To access this module, click the
(Client) icon in the sidebar menu. The Client section is displayed by default, as shown in the screenshot below.![](/help/assets/images/image2-b973af135d63c038377a6bfe47ddc9c6.webp)
The following section explains how to create a new client, associate client contacts, and manage the other activities included in this module.