Watch: adding a client
Swipe the screen to move between steps.
The client list
On the web, select Clients under Operations. In the mobile app, open the Clients tab. Search by company, contact or email, and filter by Onboarding status.
Sales see only the clients they manage. Super Admins and Operations Managers see all clients.
Add or edit a client
Select New client, or Edit on a client page. Each opens its own page.
- Company & contact: Company name, Contact name, Onboarding status, Email and Phone.
- Tax & legal identity: Commercial Registration (CR), Unified National Number, VAT number, Legal name (English), Legal name (Arabic) and Buyer ID scheme (ZATCA).
- Address: Address line, City, Region and Notes.
- National Address (ZATCA): Building number, Street, District, City, Postal code, Additional number and Region.
Whoever creates the client becomes its account manager. There is no field to change it on screen.
The client page
The page shows Tickets, Quotations, Approved quotations and Lifetime value, with the contact, address and tax details.
Change the Onboarding status (Lead, Contacted, Onboarded or Active) from the dropdown and confirm.
Portal access
Under Portal access, select Send portal invite and confirm. A client login is created and a set-password link is emailed to the client's address. Once they have a login, the card reads Portal login active.
Tips
- Fill in the VAT number and national address before the first invoice.
- Check the email address before sending the portal invite. The link goes there.
Frequently asked questions
- Can I delete a client?
- No. Clients stay on file with their history.
- Why can't Sales see some clients?
- Sales see only the clients they manage, which are the ones they created.
- Can I add a client while logging a ticket?
- Yes. Choose New client on the New ticket form.
Still stuck?
Our team can look at your request or account with you.