Procedure: Steps to Create a New Client and Project, and Assign the Project to the Client
Creating a New Client
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Go to Clients Tab
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Navigate to the "Clients" section in the system.
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Click "New Client"
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Select the "New Client" button to open the client creation form.
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Enter Client Details
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Provide the following information:
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Client Name
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Brand
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Description
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Save the Client
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Click "Add Client" to save the new client in the system.
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Creating a Project and Assigning it to a Client
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Go to Projects Tab
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Navigate to the "Projects" section.
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Click "New Project"
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Select the "New Project" button to open the project creation form.
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Enter Project Details
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Fill in all necessary information about the project, including:
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Basic Project Details
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Site Address
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Billing Address
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Invoice Details
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Save the Project
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Click "Create Project" to save it and automatically assign it to the specified client.
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Click here to watch the video tutorial.
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