To add a new client click Clients on the left of the page, then click the Create button at the top right on the page. 

From here, you can then fill out your client's details to create them, firstly you will be asked to fill out their company/client details and assign your staff members, when done press Next

After this, you will be asked to add the client's address information as shown below, when done press Next

On the final page, you will be asked to confirm your client's contact details; you can also add a secondary contact here if required, once this is all done you can press Create Client to finalise the creation.

If you have an integration with our BrightManager product you can also pull your client directly from BM by selecting your BrightManager client from the dropdown shown below.

The new Propose client's details will be populated using the data from your BrightManager client file. You need to ensure all fields marked with an * are populated before you can create the BrightManager client in Propose. 

When you've finished updating the details click Create Client to add your client.