Step-by-Step Instructions
Here’s how to create a new client (or company) in ReshapeX:1. Open the Clients section
From the ReshapeX Dashboard, click on Clients in the left-hand sidebar.2. Add a new client
Click the + Add Client button.3. Fill in client details
Enter a company name. You can also:- Add a description
- Fill in additional fields as needed (address, contact, industry, etc.)
📝 You can enter as much or as little information as you’d like. You can always update it later.
4. Create the client
Click + Create to finalize the new client record.5. Confirm creation
After submitting, you’ll be returned to the client list, where your new client will now appear.You’ve successfully added a client to your workspace. This step is usually done before associating opportunities, contacts, or proposals with that organization.