Have certain talented people in your book? or have a list of prospective clients? Let's save them on your work dashboard! π
Adding data to the Talent Pool
or Clients
list is easy!
There are two ways to add the data
Adding one-by-one
π Let's See This Now
Here, we'll talk about adding one-by-one method!
The below images are of Talent Pool but the Clients will have similar looking interface
Go to Talent Pool or Clients and click on
+ Add contractor
or+ Add client
buttonA form will pop up. Fill in the information and click on
Create
buttonThe information will be added successfully! π
You can add further information and can also create custom fields - Learn more about that here! π
Add data using a different method - How to add data to the talent pool or clients list? - Adding via CSV file (Freelancer & Agency)