How do I add a new client in Hhola? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

How do I add a new client in Hhola?

To add a new client in Hhola, navigate to the "Clients" section and click on the option to create a new client. You’ll need to fill in key details such as the client’s name, contact information, and any relevant notes. Once entered, the client will be saved into the system, allowing your team to begin managing interactions and tracking the client’s progress within your workflows. This feature streamlines client management and ensures all client data is organized in one place.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.