How to create a client

Before you start

You need a role that can create clients, such as Admin, Sales, or Operations.

Add the client

Go to Clients.
Select Add client.
Enter the client’s Legal name.
Choose a value from the Company type dropdown.
Choose a value from the Currency dropdown.
Enter the billing address in Address line 1, City, and Postal code.
Choose the billing Country.
Enter the primary contact’s First name, Last name, and Email.
Select Save client.

Optional fields

You can also add Trading name, Account Manager, VAT number, Company number, Website, Office phone, Industry, Estimated company size, and Accounts contact when you create the client.

What happens next

Scopra creates the client record and adds the primary contact. The client then appears in the Clients list, where you can open it to add more contacts, addresses, projects, and SOWs.