You can add the Clients in bulk. Similar to Prospect, Partner, and Product you have to click on the “ Import ” button on the right-hand corner.



Step 1–  You will get a Download option to “ Download Template ”. An Excel file will be downloaded.



Here, First name, Last name, Email, and Application (Workflow) are the mandatory fields while importing Clients Using CSV.



Step 2–  Fill in the Clients information and upload it to the system again.

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