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How to add a new client in MagManager

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Steps to add a new client in MagManager Overview of the New Client Screen

Steps to add a new client in MagManager

Step 1 - Select Clients on the top navigation bar.

Step 2 - Click the green New Client button, top-right of the screen.

Step 3 - Fill in the company details.

Step 4 - Click the Create button, bottom centre of the screen.

The required fields are: Company name, Address (first line), Postcode, Forename and Surname. If you don't have details for these fields, enter a full stop or other data.

Overview of the New Client Screen

COPY OVERVIEW FROM Update a client

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen

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