Add a New Client

There are two ways to add a new client to PlayBooks. From the dashboard, you can click on the Add a Client tile.

You can also add a new client from the Meetings tab by selecting + New Client button.

The Create New Client window will prompt you to enter the client's details.

  • Client Name - Enter the name of your Client’s Organisation.

  • Contact Name - Enter the Contact Name from the Client's Organisation. This is helpful if you have a number of contacts within an organisation.

  • Email Address - Enter the Contact's email address. This is helpful to include as you can assign and send action items directly from the PlayBooks App.

  • Industries - You can click on the Select drop-down and start typing to search, or scroll through the list, and select the appropriate industry for your client. This is optional, however, it can help to find relevant Plays and PlayBooks.

Once you have filled in all details, click the Create button.

View and Edit Clients

You can then view a list of your clients in the Meetings View. Your clients will appear in alphabetical order down the left-hand side of the page.

You can edit the Client details by clicking on the pencil icon.

See more...

Meetings View

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