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How to add a new client in MagManager

Table of Contents

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

Click the link below for a full overview of each field that makes up the client record:
Overview of the client details tab & how to update a client record

Overview of clients screen How clients are categorised - all, active, prospects & inactive How to add a new client in MagManager Overview of the client details tab & how to update a client record 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 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 booking How to cancel a paid or part booking using the void button How to make a provisional booking How to create a proposal from a provisional booking How to add actions How To Add Outlook Calendar Events To Your Actions Calendar How to add a note on the client record How to add additional client contacts Overview of the client timeline tab How to add marketing consent How to add a post-it note to the client record Complimentary Copies and Voucher Copies How to add website and social media links How to update client details for the web directory How to create customs tabs Overview of bookings screen Overview of sales screen Gamification on Sales How to add sales targets

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