Adding a Client
Clients are the businesses and organisations you work with. Adding them to your CRM creates a central record for all interactions, contacts, and documents.
How to add a client
Go to CRM from the main menu
Select Clients from the hub menu
Click Add Client in the top right
Choose how to add the client (see options below)
Complete the details
Click Save
Adding options
Search for an existing business
Launchpad can help you find and auto-fill business details:
Click Search Business
Type the business name
Results appear from Google Places and ATDW
Click a result to select it
Details are automatically filled in
Review and adjust as needed
Click Save
This saves time and ensures accurate information.
Enter details manually
If you prefer to enter details yourself:
Click Skip Search or just start typing
Fill in the required fields (see below)
Click Save
Client information
Required fields
Client Name — the business or organisation name
Business Type — select the category that fits best
Location — where they're based (use the location picker)
Optional fields
Contact Person — your main contact's name
Email — primary email address
Phone — contact phone number
After adding
Once saved, your client appears in the Clients list. The client record includes:
Details tab — business information you entered
Contacts tab — people at this organisation
Products tab — linked products (if applicable)
Activities tab — history of interactions
Auto-enrichment
When you add a client, Launchpad can automatically enrich the record with additional information:
Website URL
Social media profiles
Additional contact details
Business description
This happens in the background and updates the record automatically.
Connecting to your organisation
If your organisation has sponsorship relationships, new clients may be automatically assigned based on their region or category.
Tips for adding clients
Use search first — it's faster and more accurate
Choose the right type — helps with filtering and reporting later
Add contact details — makes it easy to reach them
Be consistent — use standard naming conventions
Bulk importing clients
Have lots of clients to add? Use bulk import:
Go to Clients
Click Bulk Import
Upload a CSV file with your client data
Map the columns to Launchpad fields
Review and confirm the import
What's next?
After adding a client:
Building your client database is the first step to better relationship management.