1. Click on the 'Client' tab
2. Click on 'New Client'
3. Enter client details
You can select their status and what type of relationship you have
Click 'save'
4. You can now add contacts for that client
When filling out the details for the client, you can any comments or additional information.
Click 'save client contact'
5. From the client view you can view and edit all relevant information.
To edit any information, simply click edit
