Steps to Add or Edit Clients
Navigate to Clients:
Click Profile in the main navigation bar.
Select Clients from the sub-navigation menu.
Add a New Company:
Click the Add Company button.
If the company is already in your organization’s client list, select it from the dropdown suggestions.
Enter Client Details:
Start typing the company name.
Select the name from the suggestions to auto-populate the company logo and website URL, or enter details manually.
Save Your Updates:
Click Save to finalize your changes.
Additional Notes 📌
Edit Clients: To edit a client, click the three-dot menu on the client card and select Edit.
Remove Clients: You can remove a client by clicking the three-dot menu and selecting Remove.